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Mackay Shields LLC’s Univest Financial UVSP Stock Holding History

Mackay Shields LLC’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
2021
Q2 		– Sell
-11,000
Closed -$314K – 1309
2021
Q1 		$314K Buy
11,000
+300
+3% +$7.61K ﹤0.01% 1322
2020
Q4 		$220K Buy
+10,700
New +$192K ﹤0.01% 1404
2019
Q2 		– Sell
-10,000
Closed -$245K – 1513
2019
Q1 		$245K Buy
+10,000
New +$244K ﹤0.01% 1317

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mackay Shields LLC's UVSP Position: Q2 2021 in Review

Mackay Shields LLC sold out of Univest Financial (UVSP) in Q2 2021, closing a stake of 11,000 shares — an estimated $314K sold.

Mackay Shields LLC first reported a position in UVSP in Q1 2019 and held it in 3 quarters. The position peaked at $314K in Q1 2021. 137 funds tracked by Wall St. Rank hold UVSP as of Q2 2021.

  • Mackay Shields LLC reported no remaining Univest Financial position as of Q2 2021 after selling out during the quarter.
  • Mackay Shields LLC sold 11,000 Univest Financial shares in Q2 2021, an estimated $314K.
  • Mackay Shields LLC first reported a position in Univest Financial in Q1 2019 and held it in 3 quarters.
  • Mackay Shields LLC's Univest Financial position peaked at $314K in Q1 2021.
  • 137 funds tracked by Wall St. Rank held Univest Financial as of Q2 2021.

Based on Mackay Shields LLC's 13F filing for Q2 2021, filed 13 Aug 2021.