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Parametric Portfolio Associates’s Univest Financial UVSP Stock Holding History

Parametric Portfolio Associates’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 		$6.9M Sell
257,685
-4,838
-2% -$142K ﹤0.01% 1631
2021
Q4 		$7.86M Buy
262,523
+10,644
+4% +$310K ﹤0.01% 1550
2021
Q3 		$6.9M Buy
251,879
+5,579
+2% +$150K ﹤0.01% 1609
2021
Q2 		$6.5M Buy
246,300
+24,783
+11% +$696K ﹤0.01% 1686
2021
Q1 		$6.33M Buy
221,517
+21,428
+11% +$543K ﹤0.01% 2010
2020
Q4 		$4.12M Buy
200,089
+26,552
+15% +$476K ﹤0.01% 2200
2020
Q3 		$2.49M Buy
173,537
+21,653
+14% +$337K ﹤0.01% 2368
2020
Q2 		$2.45M Buy
151,884
+55,687
+58% +$893K ﹤0.01% 2373
2020
Q1 		$1.57M Sell
96,197
-52,233
-35% -$1.2M ﹤0.01% 2530
2019
Q4 		$3.98M Sell
148,430
-151
-0.1% -$3.91K ﹤0.01% 2221
2019
Q3 		$3.79M Buy
148,581
+24,194
+19% +$626K ﹤0.01% 2222
2019
Q2 		$3.27M Sell
124,387
-4,564
-4% -$115K ﹤0.01% 2316
2019
Q1 		$3.15M Buy
128,951
+11,874
+10% +$290K ﹤0.01% 2331
2018
Q4 		$2.52M Sell
117,077
-7,357
-6% -$179K ﹤0.01% 2424
2018
Q3 		$3.29M Buy
124,434
+15,323
+14% +$426K ﹤0.01% 2346
2018
Q2 		$3M Buy
109,111
+11,491
+12% +$330K ﹤0.01% 2375
2018
Q1 		$2.7M Sell
97,620
-5,416
-5% -$152K ﹤0.01% 2396
2017
Q4 		$2.89M Buy
103,036
+23,368
+29% +$691K ﹤0.01% 2346
2017
Q3 		$2.55M Sell
79,668
-15,017
-16% -$448K ﹤0.01% 2411
2017
Q2 		$2.84M Sell
94,685
-9,617
-9% -$276K ﹤0.01% 2270
2017
Q1 		$2.7M Sell
104,302
-152
-0.1% -$4.26K ﹤0.01% 2250
2016
Q4 		$3.23M Buy
104,454
+5,481
+6% +$146K ﹤0.01% 2039
2016
Q3 		$2.31M Buy
98,973
+36,352
+58% +$811K ﹤0.01% 2244
2016
Q2 		$1.32M Buy
62,621
+10,671
+21% +$212K ﹤0.01% 2630
2016
Q1 		$1.01M Buy
51,950
+8,442
+19% +$164K ﹤0.01% 2921
2015
Q4 		$908K Buy
43,508
+3,184
+8% +$64.4K ﹤0.01% 2859
2015
Q3 		$775K Sell
40,324
-1,439
-3% -$28.3K ﹤0.01% 2485
2015
Q2 		$850K Buy
41,763
+380
+0.9% +$7.46K ﹤0.01% 2916
2015
Q1 		$819K Sell
41,383
-2,176
-5% -$41.9K ﹤0.01% 2938
2014
Q4 		$882K Buy
43,559
+358
+0.8% +$7.1K ﹤0.01% 2881
2014
Q3 		$810K Buy
43,201
+317
+0.7% +$6.17K ﹤0.01% 2859
2014
Q2 		$888K Sell
42,884
-697
-2% -$13.9K ﹤0.01% 2804
2014
Q1 		$894K Buy
43,581
+6,257
+17% +$122K ﹤0.01% 2764
2013
Q4 		$772K Buy
37,324
+8,110
+28% +$162K ﹤0.01% 2859
2013
Q3 		$551K Buy
29,214
+1,965
+7% +$38.9K ﹤0.01% 3036
2013
Q2 		$520K Buy
+27,249
New +$483K ﹤0.01% 2937

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
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

Parametric Portfolio Associates's UVSP Position: Q1 2022 in Review

Parametric Portfolio Associates reduced its Univest Financial (UVSP) stake by 1.8% in Q1 2022, selling an estimated $142K and leaving 257,685 shares worth $6.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1631.

Parametric Portfolio Associates first reported a position in UVSP in Q2 2013 and has held it in 36 quarters since. The position peaked at $7.86M in Q4 2021. 147 funds tracked by Wall St. Rank hold UVSP as of Q1 2022.

  • Parametric Portfolio Associates held 257,685 shares of Univest Financial worth $6.9M as of Q1 2022.
  • Parametric Portfolio Associates sold 4,838 Univest Financial shares in Q1 2022, an estimated $142K.
  • Univest Financial made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #1631 holding.
  • Parametric Portfolio Associates first reported a position in Univest Financial in Q2 2013 and has held it in 36 quarters since.
  • Parametric Portfolio Associates's Univest Financial position peaked at $7.86M in Q4 2021.
  • 147 funds tracked by Wall St. Rank held Univest Financial as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.