Kistler-Tiffany Companies’s Univest Financial UVSP Stock Holding History

Kistler-Tiffany Companies’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 Q2	$18.1K	Hold	1,000	–	–	﹤0.01%	629
2023 Q1	$23.7K	Hold	1,000	–	–	﹤0.01%	529
2022 Q4	$26.1K	Hold	1,000	–	–	0.01%	495
2022 Q3	$23K	Hold	1,000	–	–	0.01%	475
2022 Q2	$25K	Hold	1,000	–	–	0.01%	473
2022 Q1	$27K	Hold	1,000	–	–	0.01%	472
2021 Q4	$30K	Hold	1,000	–	–	0.01%	439
2021 Q3	$27K	Hold	1,000	–	–	0.01%	451
2021 Q2	$26K	Hold	1,000	–	–	0.01%	460
2021 Q1	$29K	Hold	1,000	–	–	0.01%	407
2020 Q4	$21K	Hold	1,000	–	–	0.01%	417
2020 Q3	$14K	Hold	1,000	–	–	﹤0.01%	443
2020 Q2	$16K	Hold	1,000	–	–	0.01%	392
2020 Q1	$27K	Hold	1,000	–	–	0.01%	329
2019 Q4	$27K	Hold	1,000	–	–	0.01%	336
2019 Q3	$26K	Hold	1,000	–	–	0.01%	332
2019 Q2	$26K	Hold	1,000	–	–	0.01%	324
2019 Q1	$24K	Hold	1,000	–	–	0.01%	328
2018 Q4	$22K	Hold	1,000	–	–	0.01%	314
2018 Q3	$26K	Hold	1,000	–	–	0.01%	320
2018 Q2	$28K	Buy	+1,000	New	+$28.7K	0.01%	308
2018 Q1	–	Sell	-500	Closed	-$14K	–	590
2017 Q4	$14K	Buy	+500	New	+$14.8K	0.01%	407

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 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

Kistler-Tiffany Companies's UVSP Position: Q2 2023 in Review

Kistler-Tiffany Companies held its Univest Financial (UVSP) position steady in Q2 2023 at 1,000 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Kistler-Tiffany Companies first reported a position in UVSP in Q4 2017 and has held it in 22 quarters since. The position peaked at $30K in Q4 2021. 139 funds tracked by Wall St. Rank hold UVSP as of Q2 2023.

Kistler-Tiffany Companies held 1,000 shares of Univest Financial worth $18.1K as of Q2 2023.
Kistler-Tiffany Companies left its Univest Financial share count unchanged in Q2 2023.
Univest Financial made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #629 holding.
Kistler-Tiffany Companies first reported a position in Univest Financial in Q4 2017 and has held it in 22 quarters since.
Kistler-Tiffany Companies's Univest Financial position peaked at $30K in Q4 2021.
139 funds tracked by Wall St. Rank held Univest Financial as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.