Impax Asset Management Group
UVSP icon

Impax Asset Management Group’s Univest Financial UVSP Stock Holding History

Impax Asset Management Group’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
2020
Q3 		– Sell
-105,545
Closed -$1.7M – 286
2020
Q2 		$1.7M Sell
105,545
-223,962
-68% -$3.59M 0.02% 203
2020
Q1 		$5.38M Hold
329,507
– – 0.07% 143
2019
Q4 		$8.82M Hold
329,507
– – 0.1% 126
2019
Q3 		$8.41M Buy
329,507
+212,563
+182% +$5.5M 0.11% 125
2019
Q2 		$3.07M Buy
+116,944
New +$2.93M 0.04% 173

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Impax Asset Management Group's UVSP Position: Q3 2020 in Review

Impax Asset Management Group sold out of Univest Financial (UVSP) in Q3 2020, closing a stake of 105,545 shares — an estimated $1.7M sold.

Impax Asset Management Group first reported a position in UVSP in Q2 2019 and held it in 5 quarters. The position peaked at $8.82M in Q4 2019. 123 funds tracked by Wall St. Rank hold UVSP as of Q3 2020.

  • Impax Asset Management Group reported no remaining Univest Financial position as of Q3 2020 after selling out during the quarter.
  • Impax Asset Management Group sold 105,545 Univest Financial shares in Q3 2020, an estimated $1.7M.
  • Impax Asset Management Group first reported a position in Univest Financial in Q2 2019 and held it in 5 quarters.
  • Impax Asset Management Group's Univest Financial position peaked at $8.82M in Q4 2019.
  • 123 funds tracked by Wall St. Rank held Univest Financial as of Q3 2020.

Based on Impax Asset Management Group's 13F filing for Q3 2020, filed 12 Nov 2020.