Municipal Employees' Retirement System of Michigan’s Univest Financial UVSP Stock Holding History

Municipal Employees' Retirement System of Michigan’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 Q2	–	Sell	-20,410	Closed	-$333K	–	1287
2020 Q1	$333K	Hold	20,410	–	–	0.01%	867
2019 Q4	$547K	Hold	20,410	–	–	0.02%	865
2019 Q3	$521K	Hold	20,410	–	–	0.02%	832
2019 Q2	$536K	Hold	20,410	–	–	0.04%	845
2019 Q1	$499K	Buy	+20,410	New	+$498K	0.03%	892
2016 Q4	–	Sell	-24,190	Closed	-$565K	–	1725
2016 Q3	$565K	Hold	24,190	–	–	0.03%	886
2016 Q2	$513K	Buy	24,190 +17,800	+279%	+$354K	0.03%	914
2016 Q1	$125K	Buy	+6,390	New	+$124K	0.01%	1565
2014 Q4	–	Sell	-18,700	Closed	-$354K	–	1691
2014 Q3	$354K	Hold	18,700	–	–	0.03%	1028
2014 Q2	$391K	Hold	18,700	–	–	0.03%	978
2014 Q1	$384K	Buy	+18,700	New	+$363K	0.03%	980

Other funds holding UVSP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 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

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Univest Financial Souderton, Pennsylvania $2.04B AUM 33.06% 1-Year Est. Return

Municipal Employees' Retirement System of Michigan's UVSP Position: Q2 2020 in Review

Municipal Employees' Retirement System of Michigan sold out of Univest Financial (UVSP) in Q2 2020, closing a stake of 20,410 shares — an estimated $333K sold.

Municipal Employees' Retirement System of Michigan first reported a position in UVSP in Q1 2014 and held it in 11 quarters. The position peaked at $565K in Q3 2016. 131 funds tracked by Wall St. Rank hold UVSP as of Q2 2020.

Municipal Employees' Retirement System of Michigan reported no remaining Univest Financial position as of Q2 2020 after selling out during the quarter.
Municipal Employees' Retirement System of Michigan sold 20,410 Univest Financial shares in Q2 2020, an estimated $333K.
Municipal Employees' Retirement System of Michigan first reported a position in Univest Financial in Q1 2014 and held it in 11 quarters.
Municipal Employees' Retirement System of Michigan's Univest Financial position peaked at $565K in Q3 2016.
131 funds tracked by Wall St. Rank held Univest Financial as of Q2 2020.

Based on Municipal Employees' Retirement System of Michigan's 13F filing for Q2 2020, filed 6 Jul 2020.