QT
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Quantamental Technologies’s Univest Financial UVSP Stock Holding History

Quantamental Technologies’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
2019
Q4 		– Sell
-1,084
Closed -$28K – 1309
2019
Q3 		$28K Buy
1,084
+185
+21% +$4.79K 0.01% 1130
2019
Q2 		$24K Sell
899
-699
-44% -$17.5K 0.01% 1104
2019
Q1 		$39K Buy
+1,598
New +$39K 0.02% 934

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
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
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quantamental Technologies's UVSP Position: Q4 2019 in Review

Quantamental Technologies sold out of Univest Financial (UVSP) in Q4 2019, closing a stake of 1,084 shares — an estimated $28K sold.

Quantamental Technologies first reported a position in UVSP in Q1 2019 and held it in 3 quarters. The position peaked at $39K in Q1 2019. 148 funds tracked by Wall St. Rank hold UVSP as of Q4 2019.

  • Quantamental Technologies reported no remaining Univest Financial position as of Q4 2019 after selling out during the quarter.
  • Quantamental Technologies sold 1,084 Univest Financial shares in Q4 2019, an estimated $28K.
  • Quantamental Technologies first reported a position in Univest Financial in Q1 2019 and held it in 3 quarters.
  • Quantamental Technologies's Univest Financial position peaked at $39K in Q1 2019.
  • 148 funds tracked by Wall St. Rank held Univest Financial as of Q4 2019.

Based on Quantamental Technologies's 13F filing for Q4 2019, filed 14 Feb 2020.