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Kestrel Investment Management’s Univest Financial UVSP Stock Holding History

Kestrel Investment 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
2015
Q2 		– Sell
-35,000
Closed -$693K – 54
2015
Q1 		$693K Sell
35,000
-200,000
-85% -$3.85M 0.09% 55
2014
Q4 		$4.76M Sell
235,000
-6,850
-3% -$136K 0.63% 50
2014
Q3 		$4.54M Sell
241,850
-12,050
-5% -$234K 0.64% 48
2014
Q2 		$5.26M Sell
253,900
-8,600
-3% -$172K 0.65% 49
2014
Q1 		$5.39M Buy
262,500
+158,100
+151% +$3.07M 0.67% 47
2013
Q4 		$2.16M Buy
+104,400
New +$2.08M 0.27% 49

Other funds holding UVSP

UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Kestrel Investment Management's UVSP Position: Q2 2015 in Review

Kestrel Investment Management sold out of Univest Financial (UVSP) in Q2 2015, closing a stake of 35,000 shares — an estimated $693K sold.

Kestrel Investment Management first reported a position in UVSP in Q4 2013 and held it in 6 quarters. The position peaked at $5.39M in Q1 2014. 93 funds tracked by Wall St. Rank hold UVSP as of Q2 2015.

  • Kestrel Investment Management reported no remaining Univest Financial position as of Q2 2015 after selling out during the quarter.
  • Kestrel Investment Management sold 35,000 Univest Financial shares in Q2 2015, an estimated $693K.
  • Kestrel Investment Management first reported a position in Univest Financial in Q4 2013 and held it in 6 quarters.
  • Kestrel Investment Management's Univest Financial position peaked at $5.39M in Q1 2014.
  • 93 funds tracked by Wall St. Rank held Univest Financial as of Q2 2015.

Based on Kestrel Investment Management's 13F filing for Q2 2015, filed 13 Aug 2015.