Marshall Wace’s Univest Financial UVSP Stock Holding History

Marshall Wace’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
2020 Q1	–	Sell	-51,632	Closed	-$1.38M	–	2080
2019 Q4	$1.38M	Buy	+51,632	New	+$1.34M	0.01%	901
2019 Q2	–	Sell	-18,724	Closed	-$458K	–	1865
2019 Q1	$458K	Buy	+18,724	New	+$457K	﹤0.01%	1161
2018 Q2	–	Sell	-15,000	Closed	-$416K	–	847
2018 Q1	$416K	Buy	+15,000	New	+$420K	0.02%	409

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Marshall Wace's UVSP Position: Q1 2020 in Review

Marshall Wace sold out of Univest Financial (UVSP) in Q1 2020, closing a stake of 51,632 shares — an estimated $1.38M sold.

Marshall Wace first reported a position in UVSP in Q1 2018 and held it in 3 quarters. The position peaked at $1.38M in Q4 2019. 127 funds tracked by Wall St. Rank hold UVSP as of Q1 2020.

Marshall Wace reported no remaining Univest Financial position as of Q1 2020 after selling out during the quarter.
Marshall Wace sold 51,632 Univest Financial shares in Q1 2020, an estimated $1.38M.
Marshall Wace first reported a position in Univest Financial in Q1 2018 and held it in 3 quarters.
Marshall Wace's Univest Financial position peaked at $1.38M in Q4 2019.
127 funds tracked by Wall St. Rank held Univest Financial as of Q1 2020.

Based on Marshall Wace's 13F filing for Q1 2020, filed 15 May 2020.