MCM
UVSP icon

Maltese Capital Management’s Univest Financial UVSP Stock Holding History

Maltese Capital 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
2022
Q3 		– Sell
-133,244
Closed -$3.39M – 130
2022
Q2 		$3.39M Buy
+133,244
New +$3.42M 0.73% 58
2020
Q2 		– Sell
-20,136
Closed -$329K – 189
2020
Q1 		$329K Sell
20,136
-73,456
-78% -$1.68M 0.05% 158
2019
Q4 		$2.51M Buy
93,592
+798
+0.9% +$20.6K 0.21% 126
2019
Q3 		$2.37M Sell
92,794
-14,034
-13% -$363K 0.2% 130
2019
Q2 		$2.81M Buy
106,828
+43,665
+69% +$1.1M 0.22% 131
2019
Q1 		$1.54M Buy
63,163
+13,129
+26% +$321K 0.12% 155
2018
Q4 		$1.08M Buy
+50,034
New +$1.22M 0.09% 162
2018
Q1 		– Sell
-575,106
Closed -$16.1M – 221
2017
Q4 		$16.1M Buy
575,106
+350,005
+155% +$10.4M 1.21% 20
2017
Q3 		$7.2M Buy
225,101
+7,240
+3% +$216K 0.62% 56
2017
Q2 		$6.53M Buy
217,861
+22,861
+12% +$656K 0.62% 60
2017
Q1 		$5.05M Sell
195,000
-16,100
-8% -$451K 0.55% 68
2016
Q4 		$6.52M Sell
211,100
-38,900
-16% -$1.04M 0.59% 64
2016
Q3 		$5.84M Buy
+250,000
New +$5.58M 0.71% 50
2016
Q2 		– Sell
-44,600
Closed -$870K – 214
2016
Q1 		$870K Buy
44,600
+25,000
+128% +$484K 0.11% 162
2015
Q4 		$409K Buy
+19,600
New +$396K 0.05% 197

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

Maltese Capital Management's UVSP Position: Q3 2022 in Review

Maltese Capital Management sold out of Univest Financial (UVSP) in Q3 2022, closing a stake of 133,244 shares — an estimated $3.39M sold.

Maltese Capital Management first reported a position in UVSP in Q4 2015 and held it in 15 quarters. The position peaked at $16.1M in Q4 2017. 141 funds tracked by Wall St. Rank hold UVSP as of Q3 2022.

  • Maltese Capital Management reported no remaining Univest Financial position as of Q3 2022 after selling out during the quarter.
  • Maltese Capital Management sold 133,244 Univest Financial shares in Q3 2022, an estimated $3.39M.
  • Maltese Capital Management first reported a position in Univest Financial in Q4 2015 and held it in 15 quarters.
  • Maltese Capital Management's Univest Financial position peaked at $16.1M in Q4 2017.
  • 141 funds tracked by Wall St. Rank held Univest Financial as of Q3 2022.

Based on Maltese Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.