Monarch Partners Asset Management’s Univest Financial UVSP Stock Holding History

Monarch Partners Asset 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 Q4	$3.51M	Buy	134,456 +327	+0.2%	+$8.77K	1.04%	30
2022 Q3	$3.15M	Hold	134,129	–	–	0.95%	35
2022 Q2	$3.41M	Sell	134,129 -8,910	-6%	-$229K	0.95%	25
2022 Q1	$3.83M	Hold	143,039	–	–	0.86%	37
2021 Q4	$4.28M	Buy	143,039 +29,326	+26%	+$853K	0.87%	41
2021 Q3	$3.12M	Buy	113,713 +11,000	+11%	+$295K	0.45%	84
2021 Q2	$2.71M	Buy	102,713 +33,853	+49%	+$951K	0.39%	91
2021 Q1	$1.97M	Sell	68,860 -2,030	-3%	-$51.5K	0.3%	98
2020 Q4	$1.46M	Buy	+70,890	New	+$1.27M	0.25%	107
2018 Q1	–	Sell	-98,425	Closed	-$2.76M	–	211
2017 Q4	$2.76M	Sell	98,425 -3,480	-3%	-$103K	0.26%	119
2017 Q3	$3.26M	Buy	101,905 +13,395	+15%	+$400K	0.31%	110
2017 Q2	$2.65M	Buy	88,510 +59,120	+201%	+$1.7M	0.26%	115
2017 Q1	$761K	Hold	29,390	–	–	0.08%	127
2016 Q4	$908K	Sell	29,390 -4,540	-13%	-$121K	0.08%	127
2016 Q3	$793K	Buy	33,930 +3,810	+13%	+$85K	0.07%	119
2016 Q2	$633K	Buy	30,120 +5,650	+23%	+$112K	0.06%	125
2016 Q1	$477K	Buy	24,470 +3,820	+18%	+$74K	0.05%	121
2015 Q4	$431K	Buy	+20,650	New	+$418K	0.04%	130

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

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

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

Leeward Investments Boston, Massachusetts $2.03B AUM 32.21% 1-Year Est. Return

Monarch Partners Asset Management's UVSP Position: Q4 2022 in Review

Monarch Partners Asset Management increased its Univest Financial (UVSP) stake by 0.24% in Q4 2022, buying an estimated $8.77K and bringing the position to 134,456 shares worth $3.51M. The position accounts for 1.04% of the portfolio, ranked #30.

Monarch Partners Asset Management first reported a position in UVSP in Q4 2015 and has held it in 18 quarters since. The position peaked at $4.28M in Q4 2021. 136 funds tracked by Wall St. Rank hold UVSP as of Q4 2022.

Monarch Partners Asset Management held 134,456 shares of Univest Financial worth $3.51M as of Q4 2022.
Monarch Partners Asset Management bought 327 Univest Financial shares in Q4 2022, an estimated $8.77K.
Univest Financial made up 1.04% of Monarch Partners Asset Management's portfolio in Q4 2022, its #30 holding.
Monarch Partners Asset Management first reported a position in Univest Financial in Q4 2015 and has held it in 18 quarters since.
Monarch Partners Asset Management's Univest Financial position peaked at $4.28M in Q4 2021.
136 funds tracked by Wall St. Rank held Univest Financial as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.