North Star Investment Management’s Univest Financial UVSP Stock Holding History

North Star 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
2019 Q2	–	Sell	-210	Closed	-$5K	–	905
2019 Q1	$5K	Buy	210 +1	+0.5%	+$24	﹤0.01%	933
2018 Q4	$4K	Buy	209 +2	+1%	+$49	﹤0.01%	944
2018 Q3	$5K	Buy	207 +2	+1%	+$56	﹤0.01%	949
2018 Q2	$6K	Buy	205 +1	+0.5%	+$29	﹤0.01%	938
2018 Q1	$6K	Buy	204 +1	+0.5%	+$28	﹤0.01%	926
2017 Q4	$6K	Buy	203 +2	+1%	+$59	﹤0.01%	896
2017 Q3	$6K	Buy	201 +1	+0.5%	+$30	﹤0.01%	922
2017 Q2	$6K	Buy	+200	New	+$5.74K	﹤0.01%	909

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

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

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

ECA

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

North Star Investment Management's UVSP Position: Q2 2019 in Review

North Star Investment Management sold out of Univest Financial (UVSP) in Q2 2019, closing a stake of 210 shares — an estimated $5K sold.

North Star Investment Management first reported a position in UVSP in Q2 2017 and held it in 8 quarters. The position peaked at $6K in Q2 2018. 139 funds tracked by Wall St. Rank hold UVSP as of Q2 2019.

North Star Investment Management reported no remaining Univest Financial position as of Q2 2019 after selling out during the quarter.
North Star Investment Management sold 210 Univest Financial shares in Q2 2019, an estimated $5K.
North Star Investment Management first reported a position in Univest Financial in Q2 2017 and held it in 8 quarters.
North Star Investment Management's Univest Financial position peaked at $6K in Q2 2018.
139 funds tracked by Wall St. Rank held Univest Financial as of Q2 2019.

Based on North Star Investment Management's 13F filing for Q2 2019, filed 15 Jul 2019.