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Kennedy Capital Management’s Univest Financial UVSP Stock Holding History

Kennedy 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
2020
Q4 		– Sell
-198,371
Closed -$2.85M – 705
2020
Q3 		$2.85M Sell
198,371
-3,759
-2% -$58.4K 0.08% 425
2020
Q2 		$3.26M Buy
202,130
+22,303
+12% +$358K 0.09% 402
2020
Q1 		$2.94M Sell
179,827
-60,597
-25% -$1.39M 0.11% 353
2019
Q4 		$6.44M Sell
240,424
-26,206
-10% -$678K 0.16% 236
2019
Q3 		$6.8M Sell
266,630
-7,788
-3% -$202K 0.17% 205
2019
Q2 		$7.21M Sell
274,418
-1,358
-0.5% -$34.1K 0.17% 217
2019
Q1 		$6.75M Buy
275,776
+443
+0.2% +$10.8K 0.16% 238
2018
Q4 		$5.94M Sell
275,333
-50,362
-15% -$1.22M 0.15% 260
2018
Q3 		$8.62M Buy
325,695
+18,636
+6% +$519K 0.16% 226
2018
Q2 		$8.44M Buy
307,059
+92,675
+43% +$2.66M 0.16% 220
2018
Q1 		$5.94M Buy
214,384
+133,117
+164% +$3.73M 0.12% 326
2017
Q4 		$2.28M Sell
81,267
-164,316
-67% -$4.86M 0.04% 605
2017
Q3 		$7.86M Sell
245,583
-149,235
-38% -$4.45M 0.14% 243
2017
Q2 		$11.8M Sell
394,818
-48,121
-11% -$1.38M 0.23% 137
2017
Q1 		$11.5M Sell
442,939
-19,946
-4% -$559K 0.2% 164
2016
Q4 		$14.3M Sell
462,885
-238,794
-34% -$6.37M 0.25% 113
2016
Q3 		$16.4M Buy
701,679
+392,317
+127% +$8.75M 0.31% 79
2016
Q2 		$6.5M Buy
309,362
+11,584
+4% +$230K 0.13% 279
2016
Q1 		$5.81M Buy
297,778
+34,039
+13% +$659K 0.12% 310
2015
Q4 		$5.5M Sell
263,739
-1,109
-0.4% -$22.4K 0.11% 340
2015
Q3 		$5.09M Buy
264,848
+22,633
+9% +$446K 0.1% 349
2015
Q2 		$4.93M Buy
242,215
+59,093
+32% +$1.16M 0.09% 398
2015
Q1 		$3.62M Buy
183,122
+44,437
+32% +$855K 0.06% 479
2014
Q4 		$2.81M Buy
138,685
+2,891
+2% +$57.3K 0.05% 517
2014
Q3 		$2.55M Buy
135,794
+3,059
+2% +$59.5K 0.05% 526
2014
Q2 		$2.75M Buy
132,735
+5,505
+4% +$110K 0.05% 494
2014
Q1 		$2.61M Buy
127,230
+29,718
+30% +$577K 0.05% 487
2013
Q4 		$2.02M Sell
97,512
-92,644
-49% -$1.85M 0.04% 554
2013
Q3 		$3.58M Hold
190,156
– – 0.07% 444
2013
Q2 		$3.63M Buy
+190,156
New +$3.37M 0.07% 428

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Kennedy Capital Management's UVSP Position: Q4 2020 in Review

Kennedy Capital Management sold out of Univest Financial (UVSP) in Q4 2020, closing a stake of 198,371 shares — an estimated $2.85M sold.

Kennedy Capital Management first reported a position in UVSP in Q2 2013 and held it in 30 quarters. The position peaked at $16.4M in Q3 2016. 125 funds tracked by Wall St. Rank hold UVSP as of Q4 2020.

  • Kennedy Capital Management reported no remaining Univest Financial position as of Q4 2020 after selling out during the quarter.
  • Kennedy Capital Management sold 198,371 Univest Financial shares in Q4 2020, an estimated $2.85M.
  • Kennedy Capital Management first reported a position in Univest Financial in Q2 2013 and held it in 30 quarters.
  • Kennedy Capital Management's Univest Financial position peaked at $16.4M in Q3 2016.
  • 125 funds tracked by Wall St. Rank held Univest Financial as of Q4 2020.

Based on Kennedy Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.