Jacobi Capital Management’s Univest Financial UVSP Stock Holding History

Jacobi Capital Management’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
2021 Q4	–	Sell	-102	Closed	-$3K	–	1277
2021 Q3	$3K	Hold	102	–	–	﹤0.01%	1297
2021 Q2	$3K	Buy	102 +1	+1%	+$28	﹤0.01%	1246
2021 Q1	$3K	Buy	101 +1	+1%	+$25	﹤0.01%	1219
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	1184
2020 Q3	$1K	Hold	100	–	–	﹤0.01%	1228
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	1081
2020 Q1	$2K	Hold	100	–	–	﹤0.01%	992
2019 Q4	$3K	Hold	100	–	–	﹤0.01%	930
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	913
2019 Q2	$3K	Hold	100	–	–	﹤0.01%	904
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	903
2018 Q4	$2K	Hold	100	–	–	﹤0.01%	871
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	865
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	901
2018 Q1	$3K	Hold	100	–	–	﹤0.01%	874
2017 Q4	$3K	Hold	100	–	–	﹤0.01%	842
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	816
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	734
2017 Q1	$3K	Buy	+100	New	+$2.8K	﹤0.01%	602
2016 Q4	–	Sell	-100	Closed	-$2K	–	708
2016 Q3	$2K	Hold	100	–	–	﹤0.01%	658
2016 Q2	$2K	Buy	+100	New	+$1.99K	﹤0.01%	650

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Jacobi Capital Management's UVSP Position: Q4 2021 in Review

Jacobi Capital Management sold out of Univest Financial (UVSP) in Q4 2021, closing a stake of 102 shares — an estimated $3K sold.

Jacobi Capital Management first reported a position in UVSP in Q2 2016 and held it in 21 quarters. The position peaked at $3K in Q3 2021. 142 funds tracked by Wall St. Rank hold UVSP as of Q4 2021.

Jacobi Capital Management reported no remaining Univest Financial position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 102 Univest Financial shares in Q4 2021, an estimated $3K.
Jacobi Capital Management first reported a position in Univest Financial in Q2 2016 and held it in 21 quarters.
Jacobi Capital Management's Univest Financial position peaked at $3K in Q3 2021.
142 funds tracked by Wall St. Rank held Univest Financial as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.