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Raymond James & Associates’s Univest Financial UVSP Stock Holding History

Raymond James & 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
2024
Q3 		$1.13M Buy
40,303
+1,030
+3% +$27.5K ﹤0.01% 2613
2024
Q2 		$897K Buy
39,273
+2,411
+7% +$50.9K ﹤0.01% 2701
2024
Q1 		$767K Buy
36,862
+6,088
+20% +$124K ﹤0.01% 2775
2023
Q4 		$678K Buy
30,774
+4,255
+16% +$79.7K ﹤0.01% 2762
2023
Q3 		$461K Buy
26,519
+1,942
+8% +$35.7K ﹤0.01% 2948
2023
Q2 		$444K Buy
24,577
+5,041
+26% +$98.7K ﹤0.01% 3012
2023
Q1 		$464K Buy
19,536
+2,237
+13% +$59.2K ﹤0.01% 2965
2022
Q4 		$452K Buy
17,299
+1,451
+9% +$38.9K ﹤0.01% 2966
2022
Q3 		$372K Buy
15,848
+1,692
+12% +$42.7K ﹤0.01% 3044
2022
Q2 		$360K Buy
14,156
+364
+3% +$9.34K ﹤0.01% 3115
2022
Q1 		$369K Buy
+13,792
New +$405K ﹤0.01% 3269

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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Raymond James & Associates's UVSP Position: Q3 2024 in Review

Raymond James & Associates increased its Univest Financial (UVSP) stake by 2.6% in Q3 2024, buying an estimated $27.5K and bringing the position to 40,303 shares worth $1.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2613.

Raymond James & Associates first reported a position in UVSP in Q1 2022 and has held it in 11 quarters since. 156 funds tracked by Wall St. Rank hold UVSP as of Q3 2024.

  • Raymond James & Associates held 40,303 shares of Univest Financial worth $1.13M as of Q3 2024.
  • Raymond James & Associates bought 1,030 Univest Financial shares in Q3 2024, an estimated $27.5K.
  • Univest Financial made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #2613 holding.
  • Raymond James & Associates first reported a position in Univest Financial in Q1 2022 and has held it in 11 quarters since.
  • 156 funds tracked by Wall St. Rank held Univest Financial as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.