Lazard Asset Management’s Univest Financial UVSP Stock Holding History

Lazard 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
2023 Q4	–	Sell	-1,201	Closed	-$20K	–	2482
2023 Q3	$20K	Hold	1,201	–	–	﹤0.01%	2102
2023 Q2	$21K	Hold	1,201	–	–	﹤0.01%	2091
2023 Q1	$28K	Buy	+1,201	New	+$31.8K	﹤0.01%	1971
2022 Q1	–	Sell	-917	Closed	-$27K	–	2540
2021 Q4	$27K	Hold	917	–	–	﹤0.01%	1976
2021 Q3	$25K	Buy	+917	New	+$24.6K	﹤0.01%	1977
2020 Q1	–	Sell	-694	Closed	-$18K	–	1766
2019 Q4	$18K	Buy	694 +641	+1,209%	+$16.6K	﹤0.01%	1262
2019 Q3	$1K	Buy	+53	New	+$1.37K	﹤0.01%	1445

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management's UVSP Position: Q4 2023 in Review

Lazard Asset Management sold out of Univest Financial (UVSP) in Q4 2023, closing a stake of 1,201 shares — an estimated $20K sold.

Lazard Asset Management first reported a position in UVSP in Q3 2019 and held it in 7 quarters. The position peaked at $28K in Q1 2023. 141 funds tracked by Wall St. Rank hold UVSP as of Q4 2023.

Lazard Asset Management reported no remaining Univest Financial position as of Q4 2023 after selling out during the quarter.
Lazard Asset Management sold 1,201 Univest Financial shares in Q4 2023, an estimated $20K.
Lazard Asset Management first reported a position in Univest Financial in Q3 2019 and held it in 7 quarters.
Lazard Asset Management's Univest Financial position peaked at $28K in Q1 2023.
141 funds tracked by Wall St. Rank held Univest Financial as of Q4 2023.

Based on Lazard Asset Management's 13F filing for Q4 2023, filed 14 Feb 2024.