Oppenheimer & Co’s Univest Financial UVSP Stock Holding History

Oppenheimer & Co’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
2022 Q1	–	Sell	-8,131	Closed	-$243K	–	1592
2021 Q4	$243K	Sell	8,131 -99	-1%	-$2.88K	﹤0.01%	1314
2021 Q3	$225K	Sell	8,230 -438	-5%	-$11.8K	﹤0.01%	1346
2021 Q2	$229K	Sell	8,668 -2,650	-23%	-$74.4K	﹤0.01%	1372
2021 Q1	$324K	Sell	11,318 -438	-4%	-$11.1K	0.01%	1139
2020 Q4	$242K	Buy	+11,756	New	+$211K	0.01%	1176
2020 Q1	–	Sell	-10,876	Closed	-$291K	–	1333
2019 Q4	$291K	Sell	10,876 -540	-5%	-$14K	0.01%	1034
2019 Q3	$291K	Sell	11,416 -1,888	-14%	-$48.9K	0.01%	995
2019 Q2	$349K	Sell	13,304 -232	-2%	-$5.82K	0.01%	947
2019 Q1	$331K	Sell	13,536 -562	-4%	-$13.7K	0.01%	995
2018 Q4	$304K	Buy	+14,098	New	+$343K	0.01%	929

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

ECA

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

Oppenheimer & Co's UVSP Position: Q1 2022 in Review

Oppenheimer & Co sold out of Univest Financial (UVSP) in Q1 2022, closing a stake of 8,131 shares — an estimated $243K sold.

Oppenheimer & Co first reported a position in UVSP in Q4 2018 and held it in 10 quarters. The position peaked at $349K in Q2 2019. 147 funds tracked by Wall St. Rank hold UVSP as of Q1 2022.

Oppenheimer & Co reported no remaining Univest Financial position as of Q1 2022 after selling out during the quarter.
Oppenheimer & Co sold 8,131 Univest Financial shares in Q1 2022, an estimated $243K.
Oppenheimer & Co first reported a position in Univest Financial in Q4 2018 and held it in 10 quarters.
Oppenheimer & Co's Univest Financial position peaked at $349K in Q2 2019.
147 funds tracked by Wall St. Rank held Univest Financial as of Q1 2022.

Based on Oppenheimer & Co's 13F filing for Q1 2022, filed 12 May 2022.