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Lindenwold Advisors’s Univest Financial UVSP Stock Holding History

Lindenwold Advisors’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
2022
Q3 		– Sell
-19,685
Closed -$501K – 110
2022
Q2 		$501K Hold
19,685
– – 0.36% 67
2022
Q1 		$527K Buy
+19,685
New +$578K 0.32% 73

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Lindenwold Advisors's UVSP Position: Q3 2022 in Review

Lindenwold Advisors sold out of Univest Financial (UVSP) in Q3 2022, closing a stake of 19,685 shares — an estimated $501K sold.

Lindenwold Advisors first reported a position in UVSP in Q1 2022 and held it in 2 quarters. The position peaked at $527K in Q1 2022. 141 funds tracked by Wall St. Rank hold UVSP as of Q3 2022.

  • Lindenwold Advisors reported no remaining Univest Financial position as of Q3 2022 after selling out during the quarter.
  • Lindenwold Advisors sold 19,685 Univest Financial shares in Q3 2022, an estimated $501K.
  • Lindenwold Advisors first reported a position in Univest Financial in Q1 2022 and held it in 2 quarters.
  • Lindenwold Advisors's Univest Financial position peaked at $527K in Q1 2022.
  • 141 funds tracked by Wall St. Rank held Univest Financial as of Q3 2022.

Based on Lindenwold Advisors's 13F filing for Q3 2022, filed 31 Oct 2022.