Manchester Capital Management’s Univest Financial UVSP Stock Holding History

Manchester 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
2023 Q2	–	Sell	-65	Closed	-$1.54K	–	1157
2023 Q1	$1.54K	Sell	65 -140	-68%	-$3.71K	﹤0.01%	843
2022 Q4	$5.36K	Buy	205 +3	+1%	+$80	﹤0.01%	521
2022 Q3	$5K	Buy	202 +148	+274%	+$3.74K	﹤0.01%	527
2022 Q2	$1K	Sell	54 -219	-80%	-$5.62K	﹤0.01%	895
2022 Q1	$7K	Buy	273 +44	+19%	+$1.29K	﹤0.01%	603
2021 Q4	$7K	Sell	229 -144	-39%	-$4.19K	﹤0.01%	624
2021 Q3	$10K	Buy	+373	New	+$10K	﹤0.01%	593

Other funds holding UVSP

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Manchester Capital Management's UVSP Position: Q2 2023 in Review

Manchester Capital Management sold out of Univest Financial (UVSP) in Q2 2023, closing a stake of 65 shares — an estimated $1.54K sold.

Manchester Capital Management first reported a position in UVSP in Q3 2021 and held it in 7 quarters. The position peaked at $10K in Q3 2021. 138 funds tracked by Wall St. Rank hold UVSP as of Q2 2023.

Manchester Capital Management reported no remaining Univest Financial position as of Q2 2023 after selling out during the quarter.
Manchester Capital Management sold 65 Univest Financial shares in Q2 2023, an estimated $1.54K.
Manchester Capital Management first reported a position in Univest Financial in Q3 2021 and held it in 7 quarters.
Manchester Capital Management's Univest Financial position peaked at $10K in Q3 2021.
138 funds tracked by Wall St. Rank held Univest Financial as of Q2 2023.

Based on Manchester Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.