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O'Shaughnessy Asset Management’s Univest Financial UVSP Stock Holding History

O'Shaughnessy Asset 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
2020
Q4 		– Sell
-3,411
Closed -$49K – 2234
2020
Q3 		$49K Sell
3,411
-1,593
-32% -$24.8K ﹤0.01% 1087
2020
Q2 		$81K Sell
5,004
-9,244
-65% -$148K ﹤0.01% 899
2020
Q1 		$233K Sell
14,248
-21,593
-60% -$494K 0.01% 432
2019
Q4 		$960K Buy
+35,841
New +$927K 0.02% 282

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $2.9T AUM 29.55% 1-Year Est. Return

O'Shaughnessy Asset Management's UVSP Position: Q4 2020 in Review

O'Shaughnessy Asset Management sold out of Univest Financial (UVSP) in Q4 2020, closing a stake of 3,411 shares — an estimated $49K sold.

O'Shaughnessy Asset Management first reported a position in UVSP in Q4 2019 and held it in 4 quarters. The position peaked at $960K in Q4 2019. 125 funds tracked by Wall St. Rank hold UVSP as of Q4 2020.

  • O'Shaughnessy Asset Management reported no remaining Univest Financial position as of Q4 2020 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 3,411 Univest Financial shares in Q4 2020, an estimated $49K.
  • O'Shaughnessy Asset Management first reported a position in Univest Financial in Q4 2019 and held it in 4 quarters.
  • O'Shaughnessy Asset Management's Univest Financial position peaked at $960K in Q4 2019.
  • 125 funds tracked by Wall St. Rank held Univest Financial as of Q4 2020.

Based on O'Shaughnessy Asset Management's 13F filing for Q4 2020, filed 11 Feb 2021.