Loomis, Sayles & Company
UVSP icon

Loomis, Sayles & Company’s Univest Financial UVSP Stock Holding History

Loomis, Sayles & Company’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
2017
Q4 		– Sell
-23
Closed -$1K – 941
2017
Q3 		$1K Hold
23
– – ﹤0.01% 906
2017
Q2 		$1K Hold
23
– – ﹤0.01% 932
2017
Q1 		$1K Hold
23
– – ﹤0.01% 945
2016
Q4 		$1K Hold
23
– – ﹤0.01% 996
2016
Q3 		$1K Hold
23
– – ﹤0.01% 997
2016
Q2 		$0 Hold
23
– – ﹤0.01% 1130
2016
Q1 		$0 Buy
+23
New +$446 ﹤0.01% 1137

Other funds holding UVSP

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Loomis, Sayles & Company's UVSP Position: Q4 2017 in Review

Loomis, Sayles & Company sold out of Univest Financial (UVSP) in Q4 2017, closing a stake of 23 shares — an estimated $1K sold.

Loomis, Sayles & Company first reported a position in UVSP in Q1 2016 and held it in 7 quarters. The position peaked at $1K in Q3 2017. 117 funds tracked by Wall St. Rank hold UVSP as of Q4 2017.

  • Loomis, Sayles & Company reported no remaining Univest Financial position as of Q4 2017 after selling out during the quarter.
  • Loomis, Sayles & Company sold 23 Univest Financial shares in Q4 2017, an estimated $1K.
  • Loomis, Sayles & Company first reported a position in Univest Financial in Q1 2016 and held it in 7 quarters.
  • Loomis, Sayles & Company's Univest Financial position peaked at $1K in Q3 2017.
  • 117 funds tracked by Wall St. Rank held Univest Financial as of Q4 2017.

Based on Loomis, Sayles & Company's 13F filing for Q4 2017, filed 14 Feb 2018.