Prelude Capital Management’s Univest Financial UVSP Stock Holding History

Prelude Capital 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
2022 Q3	–	Sell	-18,303	Closed	-$466K	–	1933
2022 Q2	$466K	Sell	18,303 -2,672	-13%	-$68.5K	0.01%	853
2022 Q1	$561K	Buy	20,975 +4,275	+26%	+$126K	0.02%	814
2021 Q4	$500K	Buy	16,700 +4,300	+35%	+$125K	0.01%	1014
2021 Q3	$340K	Buy	+12,400	New	+$333K	0.01%	1075
2014 Q3	–	Sell	-1,700	Closed	-$35K	–	2141
2014 Q2	$35K	Buy	+1,700	New	+$34K	﹤0.01%	1590

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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

Prelude Capital Management's UVSP Position: Q3 2022 in Review

Prelude Capital Management sold out of Univest Financial (UVSP) in Q3 2022, closing a stake of 18,303 shares — an estimated $466K sold.

Prelude Capital Management first reported a position in UVSP in Q2 2014 and held it in 5 quarters. The position peaked at $561K in Q1 2022. 140 funds tracked by Wall St. Rank hold UVSP as of Q3 2022.

Prelude Capital Management reported no remaining Univest Financial position as of Q3 2022 after selling out during the quarter.
Prelude Capital Management sold 18,303 Univest Financial shares in Q3 2022, an estimated $466K.
Prelude Capital Management first reported a position in Univest Financial in Q2 2014 and held it in 5 quarters.
Prelude Capital Management's Univest Financial position peaked at $561K in Q1 2022.
140 funds tracked by Wall St. Rank held Univest Financial as of Q3 2022.

Based on Prelude Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.