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HRT Financial’s Univest Financial UVSP Stock Holding History

HRT Financial’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
2024
Q3 		– Sell
-10,972
Closed -$250K – 3178
2024
Q2 		$250K Sell
10,972
-12,356
-53% -$261K ﹤0.01% 1575
2024
Q1 		$485K Sell
23,328
-6,995
-23% -$142K ﹤0.01% 1276
2023
Q4 		$668K Sell
30,323
-1,677
-5% -$31.4K ﹤0.01% 1198
2023
Q3 		$556K Sell
32,000
-17,837
-36% -$328K 0.01% 1358
2023
Q2 		$901K Buy
+49,837
New +$976K 0.01% 1012
2021
Q4 		– Sell
-13,273
Closed -$363K – 4132
2021
Q3 		$363K Buy
+13,273
New +$356K ﹤0.01% 2278
2020
Q4 		– Sell
-17,069
Closed -$245K – 2508
2020
Q3 		$245K Buy
+17,069
New +$265K 0.01% 1256
2019
Q4 		– Sell
-13,840
Closed -$353K – 1673
2019
Q3 		$353K Buy
+13,840
New +$358K 0.02% 853

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HRT Financial's UVSP Position: Q3 2024 in Review

HRT Financial sold out of Univest Financial (UVSP) in Q3 2024, closing a stake of 10,972 shares — an estimated $250K sold.

HRT Financial first reported a position in UVSP in Q3 2019 and held it in 8 quarters. The position peaked at $901K in Q2 2023. 156 funds tracked by Wall St. Rank hold UVSP as of Q3 2024.

  • HRT Financial reported no remaining Univest Financial position as of Q3 2024 after selling out during the quarter.
  • HRT Financial sold 10,972 Univest Financial shares in Q3 2024, an estimated $250K.
  • HRT Financial first reported a position in Univest Financial in Q3 2019 and held it in 8 quarters.
  • HRT Financial's Univest Financial position peaked at $901K in Q2 2023.
  • 156 funds tracked by Wall St. Rank held Univest Financial as of Q3 2024.

Based on HRT Financial's 13F filing for Q3 2024, filed 12 Nov 2024.