Jacobs Levy Equity Management’s Univest Financial UVSP Stock Holding History

Jacobs Levy Equity 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
2023 Q1	–	Sell	-13,222	Closed	-$345K	–	1062
2022 Q4	$345K	Buy	13,222 +3,957	+43%	+$106K	﹤0.01%	841
2022 Q3	$218K	Buy	9,265 +252	+3%	+$6.37K	﹤0.01%	927
2022 Q2	$229K	Sell	9,013 -531	-6%	-$13.6K	﹤0.01%	951
2022 Q1	$255K	Sell	9,544 -1,022	-10%	-$30K	﹤0.01%	941
2021 Q4	$316K	Buy	10,566 +2,473	+31%	+$71.9K	﹤0.01%	892
2021 Q3	$222K	Buy	+8,093	New	+$217K	﹤0.01%	976
2021 Q2	–	Sell	-7,841	Closed	-$224K	–	1119
2021 Q1	$224K	Buy	+7,841	New	+$199K	﹤0.01%	965
2020 Q3	–	Sell	-14,097	Closed	-$228K	–	1110
2020 Q2	$228K	Hold	14,097	–	–	﹤0.01%	933
2020 Q1	$230K	Sell	14,097 -5,700	-29%	-$130K	﹤0.01%	856
2019 Q4	$530K	Sell	19,797 -13,003	-40%	-$336K	0.01%	778
2019 Q3	$837K	Buy	32,800 +8,900	+37%	+$230K	0.01%	642
2019 Q2	$628K	Sell	23,900 -5,200	-18%	-$130K	0.01%	707
2019 Q1	$712K	Hold	29,100	–	–	0.01%	727
2018 Q4	$628K	Buy	29,100 +5,900	+25%	+$143K	0.01%	699
2018 Q3	$614K	Buy	+23,200	New	+$646K	0.01%	734

Other funds holding UVSP

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Jacobs Levy Equity Management's UVSP Position: Q1 2023 in Review

Jacobs Levy Equity Management sold out of Univest Financial (UVSP) in Q1 2023, closing a stake of 13,222 shares — an estimated $345K sold.

Jacobs Levy Equity Management first reported a position in UVSP in Q3 2018 and held it in 15 quarters. The position peaked at $837K in Q3 2019. 140 funds tracked by Wall St. Rank hold UVSP as of Q1 2023.

Jacobs Levy Equity Management reported no remaining Univest Financial position as of Q1 2023 after selling out during the quarter.
Jacobs Levy Equity Management sold 13,222 Univest Financial shares in Q1 2023, an estimated $345K.
Jacobs Levy Equity Management first reported a position in Univest Financial in Q3 2018 and held it in 15 quarters.
Jacobs Levy Equity Management's Univest Financial position peaked at $837K in Q3 2019.
140 funds tracked by Wall St. Rank held Univest Financial as of Q1 2023.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2023, filed 15 May 2023.