River Oaks Capital’s Univest Financial UVSP Stock Holding History

River Oaks Capital’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
2023 Q2	–	Sell	-3,800	Closed	-$90.2K	–	52
2023 Q1	$90.2K	Sell	3,800 -13,600	-78%	-$360K	0.13%	47
2022 Q4	$455K	Sell	17,400 -25,200	-59%	-$676K	0.52%	39
2022 Q3	$1M	Sell	42,600 -6,220	-13%	-$157K	1.09%	31
2022 Q2	$1.24M	Hold	48,820	–	–	1.33%	30
2022 Q1	$1.31M	Sell	48,820 -5,835	-11%	-$171K	1.27%	30
2021 Q4	$1.64M	Buy	+54,655	New	+$1.59M	1.51%	27
2019 Q3	$1.29M	Hold	50,700	–	–	1.37%	28
2019 Q2	$1.33M	Hold	50,700	–	–	1.4%	26
2019 Q1	$1.24M	Hold	50,700	–	–	1.35%	26
2018 Q4	$1.09M	Hold	50,700	–	–	1.31%	29
2018 Q3	$1.34M	Hold	50,700	–	–	1.15%	34
2018 Q2	$1.39M	Sell	50,700 -34,500	-40%	-$990K	1.1%	37
2018 Q1	$2.36M	Sell	85,200 -5,600	-6%	-$157K	1.86%	23
2017 Q4	$2.55M	Sell	90,800 -3,395	-4%	-$100K	2.03%	23
2017 Q3	$3.01M	Sell	94,195 -10,805	-10%	-$323K	2.34%	19
2017 Q2	$3.15M	Buy	105,000 +8,400	+9%	+$241K	2.59%	14
2017 Q1	$2.5M	Buy	96,600 +28,087	+41%	+$788K	2.05%	22
2016 Q4	$2.12M	Buy	+68,513	New	+$1.83M	1.75%	28

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

River Oaks Capital's UVSP Position: Q2 2023 in Review

River Oaks Capital sold out of Univest Financial (UVSP) in Q2 2023, closing a stake of 3,800 shares — an estimated $90.2K sold.

River Oaks Capital first reported a position in UVSP in Q4 2016 and held it in 18 quarters. The position peaked at $3.15M in Q2 2017. 139 funds tracked by Wall St. Rank hold UVSP as of Q2 2023.

River Oaks Capital reported no remaining Univest Financial position as of Q2 2023 after selling out during the quarter.
River Oaks Capital sold 3,800 Univest Financial shares in Q2 2023, an estimated $90.2K.
River Oaks Capital first reported a position in Univest Financial in Q4 2016 and held it in 18 quarters.
River Oaks Capital's Univest Financial position peaked at $3.15M in Q2 2017.
139 funds tracked by Wall St. Rank held Univest Financial as of Q2 2023.

Based on River Oaks Capital's 13F filing for Q2 2023, filed 10 Aug 2023.