Oxford Asset Management’s Univest Financial UVSP Stock Holding History

Oxford 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 Q1	–	Sell	-97,717	Closed	-$2.62M	–	1260
2019 Q4	$2.62M	Sell	97,717 -18,212	-16%	-$471K	0.07%	300
2019 Q3	$2.96M	Sell	115,929 -19,385	-14%	-$502K	0.07%	342
2019 Q2	$3.55M	Buy	135,314 +16,642	+14%	+$418K	0.08%	383
2019 Q1	$2.9M	Buy	118,672 +61,167	+106%	+$1.49M	0.06%	403
2018 Q4	$1.24M	Buy	57,505 +38,735	+206%	+$942K	0.03%	744
2018 Q3	$495K	Sell	18,770 -3,703	-16%	-$103K	0.01%	1313
2018 Q2	$624K	Buy	+22,473	New	+$645K	0.01%	1255

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

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

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

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

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

Oxford Asset Management's UVSP Position: Q1 2020 in Review

Oxford Asset Management sold out of Univest Financial (UVSP) in Q1 2020, closing a stake of 97,717 shares — an estimated $2.62M sold.

Oxford Asset Management first reported a position in UVSP in Q2 2018 and held it in 7 quarters. The position peaked at $3.55M in Q2 2019. 127 funds tracked by Wall St. Rank hold UVSP as of Q1 2020.

Oxford Asset Management reported no remaining Univest Financial position as of Q1 2020 after selling out during the quarter.
Oxford Asset Management sold 97,717 Univest Financial shares in Q1 2020, an estimated $2.62M.
Oxford Asset Management first reported a position in Univest Financial in Q2 2018 and held it in 7 quarters.
Oxford Asset Management's Univest Financial position peaked at $3.55M in Q2 2019.
127 funds tracked by Wall St. Rank held Univest Financial as of Q1 2020.

Based on Oxford Asset Management's 13F filing for Q1 2020, filed 15 May 2020.