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Putnam Investments’s Univest Financial UVSP Stock Holding History

Putnam Investments’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
Q4 		– Sell
-161,756
Closed -$3.8M – 1200
2022
Q3 		$3.8M Buy
161,756
+12,775
+9% +$323K 0.01% 507
2022
Q2 		$3.79M Buy
148,981
+2,731
+2% +$70K 0.01% 522
2022
Q1 		$3.91M Sell
146,250
-3,670
-2% -$108K 0.01% 655
2021
Q4 		$4.49M Buy
149,920
+3,300
+2% +$96K 0.01% 579
2021
Q3 		$4.02M Sell
146,620
-5,780
-4% -$155K 0.01% 599
2021
Q2 		$4.02M Sell
152,400
-4,400
-3% -$124K 0.01% 570
2021
Q1 		$4.48M Buy
156,800
+32,100
+26% +$814K 0.01% 521
2020
Q4 		$2.57M Sell
124,700
-700
-0.6% -$12.6K ﹤0.01% 628
2020
Q3 		$1.8M Buy
125,400
+35,500
+39% +$552K ﹤0.01% 684
2020
Q2 		$1.45M Buy
89,900
+39,600
+79% +$635K ﹤0.01% 723
2020
Q1 		$821K Sell
50,300
-89,200
-64% -$2.04M ﹤0.01% 737
2019
Q4 		$3.74M Buy
139,500
+4,400
+3% +$114K 0.01% 583
2019
Q3 		$3.45M Buy
135,100
+5,000
+4% +$129K 0.01% 597
2019
Q2 		$3.42M Sell
130,100
-5,500
-4% -$138K 0.01% 620
2019
Q1 		$3.32M Buy
+135,600
New +$3.31M 0.01% 608
2017
Q3 		– Sell
-25,648
Closed -$768K – 1190
2017
Q2 		$768K Sell
25,648
-123,752
-83% -$3.55M ﹤0.01% 935
2017
Q1 		$3.87M Buy
+149,400
New +$4.19M 0.01% 691

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.03B AUM 32.21% 1-Year Est. Return

Putnam Investments's UVSP Position: Q4 2022 in Review

Putnam Investments sold out of Univest Financial (UVSP) in Q4 2022, closing a stake of 161,756 shares — an estimated $3.8M sold.

Putnam Investments first reported a position in UVSP in Q1 2017 and held it in 17 quarters. The position peaked at $4.49M in Q4 2021. 136 funds tracked by Wall St. Rank hold UVSP as of Q4 2022.

  • Putnam Investments reported no remaining Univest Financial position as of Q4 2022 after selling out during the quarter.
  • Putnam Investments sold 161,756 Univest Financial shares in Q4 2022, an estimated $3.8M.
  • Putnam Investments first reported a position in Univest Financial in Q1 2017 and held it in 17 quarters.
  • Putnam Investments's Univest Financial position peaked at $4.49M in Q4 2021.
  • 136 funds tracked by Wall St. Rank held Univest Financial as of Q4 2022.

Based on Putnam Investments's 13F filing for Q4 2022, filed 14 Feb 2023.