Macquarie Group’s Univest Financial UVSP Stock Holding History

Macquarie Group’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	-267	Closed	-$6.74K	–	2436
2022 Q2	$7K	Hold	267	–	–	﹤0.01%	2495
2022 Q1	$7	Hold	267	–	–	﹤0.01%	2565
2021 Q4	$8K	Hold	267	–	–	﹤0.01%	2540
2021 Q3	$7K	Hold	267	–	–	﹤0.01%	2583
2021 Q2	$7K	Hold	267	–	–	﹤0.01%	2506
2021 Q1	$8K	Sell	267 -127	-32%	-$3.22K	﹤0.01%	2418
2020 Q4	$8K	Hold	394	–	–	﹤0.01%	2327
2020 Q3	$6K	Hold	394	–	–	﹤0.01%	2330
2020 Q2	$6K	Buy	+394	New	+$6.32K	﹤0.01%	2335

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Macquarie Group's UVSP Position: Q3 2022 in Review

Macquarie Group sold out of Univest Financial (UVSP) in Q3 2022, closing a stake of 267 shares — an estimated $6.74K sold.

Macquarie Group first reported a position in UVSP in Q2 2020 and held it in 9 quarters. The position peaked at $8K in Q4 2021. 140 funds tracked by Wall St. Rank hold UVSP as of Q3 2022.

Macquarie Group reported no remaining Univest Financial position as of Q3 2022 after selling out during the quarter.
Macquarie Group sold 267 Univest Financial shares in Q3 2022, an estimated $6.74K.
Macquarie Group first reported a position in Univest Financial in Q2 2020 and held it in 9 quarters.
Macquarie Group's Univest Financial position peaked at $8K in Q4 2021.
140 funds tracked by Wall St. Rank held Univest Financial as of Q3 2022.

Based on Macquarie Group's 13F filing for Q3 2022, filed 14 Nov 2022.