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Howe & Rusling’s Univest Financial UVSP Stock Holding History

Howe & Rusling’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-162
Closed -$4K – 1011
2022
Q3 		$4K Hold
162
– – ﹤0.01% 747
2022
Q2 		$4K Sell
162
-17
-9% -$436 ﹤0.01% 728
2022
Q1 		$5K Hold
179
– – ﹤0.01% 673
2021
Q4 		$5K Hold
179
– – ﹤0.01% 692
2021
Q3 		$5K Sell
179
-31
-15% -$832 ﹤0.01% 669
2021
Q2 		$6K Hold
210
– – ﹤0.01% 586
2021
Q1 		$6K Sell
210
-51
-20% -$1.29K ﹤0.01% 590
2020
Q4 		$5K Buy
261
+29
+13% +$520 ﹤0.01% 631
2020
Q3 		$3K Buy
232
+61
+36% +$948 ﹤0.01% 665
2020
Q2 		$3K Buy
+171
New +$2.74K ﹤0.01% 638

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.03B AUM 32.21% 1-Year Est. Return

Howe & Rusling's UVSP Position: Q4 2022 in Review

Howe & Rusling sold out of Univest Financial (UVSP) in Q4 2022, closing a stake of 162 shares — an estimated $4K sold.

Howe & Rusling first reported a position in UVSP in Q2 2020 and held it in 10 quarters. The position peaked at $6K in Q2 2021. 136 funds tracked by Wall St. Rank hold UVSP as of Q4 2022.

  • Howe & Rusling reported no remaining Univest Financial position as of Q4 2022 after selling out during the quarter.
  • Howe & Rusling sold 162 Univest Financial shares in Q4 2022, an estimated $4K.
  • Howe & Rusling first reported a position in Univest Financial in Q2 2020 and held it in 10 quarters.
  • Howe & Rusling's Univest Financial position peaked at $6K in Q2 2021.
  • 136 funds tracked by Wall St. Rank held Univest Financial as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.