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New York Life Investment Management’s Univest Financial UVSP Stock Holding History

New York Life 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
2024
Q2 		– Sell
-18,064
Closed -$376K – 1305
2024
Q1 		$376K Buy
18,064
+3,403
+23% +$69.1K ﹤0.01% 878
2023
Q4 		$323K Sell
14,661
-337
-2% -$6.31K ﹤0.01% 1173
2023
Q3 		$261K Sell
14,998
-2,362
-14% -$43.5K ﹤0.01% 1227
2023
Q2 		$314K Sell
17,360
-2,431
-12% -$47.6K ﹤0.01% 1231
2023
Q1 		$470K Buy
+19,791
New +$524K 0.01% 1081

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

New York Life Investment Management's UVSP Position: Q2 2024 in Review

New York Life Investment Management sold out of Univest Financial (UVSP) in Q2 2024, closing a stake of 18,064 shares — an estimated $376K sold.

New York Life Investment Management first reported a position in UVSP in Q1 2023 and held it in 5 quarters. The position peaked at $470K in Q1 2023. 140 funds tracked by Wall St. Rank hold UVSP as of Q2 2024.

  • New York Life Investment Management reported no remaining Univest Financial position as of Q2 2024 after selling out during the quarter.
  • New York Life Investment Management sold 18,064 Univest Financial shares in Q2 2024, an estimated $376K.
  • New York Life Investment Management first reported a position in Univest Financial in Q1 2023 and held it in 5 quarters.
  • New York Life Investment Management's Univest Financial position peaked at $470K in Q1 2023.
  • 140 funds tracked by Wall St. Rank held Univest Financial as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.