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Numeric Investors’s Univest Financial UVSP Stock Holding History

Numeric Investors’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
2015
Q4 		– Sell
-60,407
Closed -$1.16M – 1134
2015
Q3 		$1.16M Sell
60,407
-8,009
-12% -$158K 0.01% 517
2015
Q2 		$1.39M Sell
68,416
-56,003
-45% -$1.1M 0.02% 441
2015
Q1 		$2.46M Buy
124,419
+25,588
+26% +$493K 0.03% 335
2014
Q4 		$2M Buy
98,831
+56,376
+133% +$1.12M 0.03% 350
2014
Q3 		$796K Buy
42,455
+12,200
+40% +$237K 0.01% 461
2014
Q2 		$626K Buy
30,255
+11,232
+59% +$224K 0.01% 525
2014
Q1 		$390K Buy
+19,023
New +$370K 0.01% 642

Other funds holding UVSP

UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Numeric Investors's UVSP Position: Q4 2015 in Review

Numeric Investors sold out of Univest Financial (UVSP) in Q4 2015, closing a stake of 60,407 shares — an estimated $1.16M sold.

Numeric Investors first reported a position in UVSP in Q1 2014 and held it in 7 quarters. The position peaked at $2.46M in Q1 2015. 100 funds tracked by Wall St. Rank hold UVSP as of Q4 2015.

  • Numeric Investors reported no remaining Univest Financial position as of Q4 2015 after selling out during the quarter.
  • Numeric Investors sold 60,407 Univest Financial shares in Q4 2015, an estimated $1.16M.
  • Numeric Investors first reported a position in Univest Financial in Q1 2014 and held it in 7 quarters.
  • Numeric Investors's Univest Financial position peaked at $2.46M in Q1 2015.
  • 100 funds tracked by Wall St. Rank held Univest Financial as of Q4 2015.

Based on Numeric Investors's 13F filing for Q4 2015, filed 1 Feb 2016.