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Monashee Investment Management’s Univest Financial UVSP Stock Holding History

Monashee Investment 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
2018
Q2 		– Sell
-64,314
Closed -$1.78M – 200
2018
Q1 		$1.78M Buy
+64,314
New +$1.8M 0.49% 61
2017
Q4 		– Hold
0
– – – 43

Other funds holding UVSP

Aberdeen Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Monashee Investment Management's UVSP Position: Q2 2018 in Review

Monashee Investment Management sold out of Univest Financial (UVSP) in Q2 2018, closing a stake of 64,314 shares — an estimated $1.78M sold.

Monashee Investment Management first reported a position in UVSP in Q1 2018 and held it in 1 quarter. The position peaked at $1.78M in Q1 2018. 114 funds tracked by Wall St. Rank hold UVSP as of Q2 2018.

  • Monashee Investment Management reported no remaining Univest Financial position as of Q2 2018 after selling out during the quarter.
  • Monashee Investment Management sold 64,314 Univest Financial shares in Q2 2018, an estimated $1.78M.
  • Monashee Investment Management first reported a position in Univest Financial in Q1 2018 and held it in 1 quarter.
  • Monashee Investment Management's Univest Financial position peaked at $1.78M in Q1 2018.
  • 114 funds tracked by Wall St. Rank held Univest Financial as of Q2 2018.

Based on Monashee Investment Management's 13F filing for Q2 2018, filed 10 Aug 2018.