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Jacobs Asset Management’s Univest Financial UVSP Stock Holding History

Jacobs Asset 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
2022
Q4 		– Sell
-97,518
Closed -$2.29M – 43
2022
Q3 		$2.29M Buy
+97,518
New +$2.46M 1.17% 33

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

Jacobs Asset Management's UVSP Position: Q4 2022 in Review

Jacobs Asset Management sold out of Univest Financial (UVSP) in Q4 2022, closing a stake of 97,518 shares — an estimated $2.29M sold.

Jacobs Asset Management first reported a position in UVSP in Q3 2022 and held it in 1 quarter. The position peaked at $2.29M in Q3 2022. 136 funds tracked by Wall St. Rank hold UVSP as of Q4 2022.

  • Jacobs Asset Management reported no remaining Univest Financial position as of Q4 2022 after selling out during the quarter.
  • Jacobs Asset Management sold 97,518 Univest Financial shares in Q4 2022, an estimated $2.29M.
  • Jacobs Asset Management first reported a position in Univest Financial in Q3 2022 and held it in 1 quarter.
  • Jacobs Asset Management's Univest Financial position peaked at $2.29M in Q3 2022.
  • 136 funds tracked by Wall St. Rank held Univest Financial as of Q4 2022.

Based on Jacobs Asset Management's 13F filing for Q4 2022, filed 7 Feb 2023.