Next Financial Group’s Univest Financial UVSP Stock Holding History

Next Financial Group’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
2021 Q4	$1K	Hold	43	–	–	﹤0.01%	2814
2021 Q3	$1K	Hold	43	–	–	﹤0.01%	2692
2021 Q2	$1K	Hold	43	–	–	﹤0.01%	2574
2021 Q1	$1K	Buy	+43	New	+$1.09K	﹤0.01%	2472
2017 Q4	–	Sell	-855	Closed	-$27K	–	1363
2017 Q3	$27K	Hold	855	–	–	0.01%	885
2017 Q2	$26K	Hold	855	–	–	0.01%	989
2017 Q1	$26K	Hold	855	–	–	0.01%	955
2016 Q4	$26K	Hold	855	–	–	﹤0.01%	1262
2016 Q3	$20K	Hold	855	–	–	﹤0.01%	1369
2016 Q2	$17K	Hold	855	–	–	0.01%	1035
2016 Q1	$16K	Buy	+855	New	+$16.6K	0.01%	1027

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

ECA

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

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

Next Financial Group's UVSP Position: Q4 2021 in Review

Next Financial Group held its Univest Financial (UVSP) position steady in Q4 2021 at 43 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2814.

Next Financial Group first reported a position in UVSP in Q1 2016 and has held it in 11 quarters since. The position peaked at $27K in Q3 2017. 142 funds tracked by Wall St. Rank hold UVSP as of Q4 2021.

Next Financial Group held 43 shares of Univest Financial worth $1K as of Q4 2021.
Next Financial Group left its Univest Financial share count unchanged in Q4 2021.
Univest Financial made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2814 holding.
Next Financial Group first reported a position in Univest Financial in Q1 2016 and has held it in 11 quarters since.
Next Financial Group's Univest Financial position peaked at $27K in Q3 2017.
142 funds tracked by Wall St. Rank held Univest Financial as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.