Schroder Investment Management Group
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Schroder Investment Management Group’s Univest Financial UVSP Stock Holding History

Schroder Investment Management Group’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
2018
Q4 		– Sell
-273,094
Closed -$7.22M – 1307
2018
Q3 		$7.22M Hold
273,094
– – 0.01% 651
2018
Q2 		$7.61M Sell
273,094
-22,773
-8% -$653K 0.01% 645
2018
Q1 		$8.2M Sell
295,867
-13,095
-4% -$367K 0.01% 646
2017
Q4 		$8.67M Sell
308,962
-188,485
-38% -$5.58M 0.01% 677
2017
Q3 		$16M Sell
497,447
-26,537
-5% -$792K 0.03% 526
2017
Q2 		$15.9M Buy
523,984
+19,732
+4% +$566K 0.03% 516
2017
Q1 		$13.3M Buy
504,252
+7,982
+2% +$224K 0.02% 553
2016
Q4 		$15.3M Buy
496,270
+278,221
+128% +$7.42M 0.03% 555
2016
Q3 		$5.09M Buy
218,049
+217,049
+21,705% +$4.84M 0.01% 726
2016
Q2 		$21K Buy
+1,000
New +$19.9K ﹤0.01% 1135
2015
Q1 		– Sell
-4,200
Closed -$85K – 1329
2014
Q4 		$85K Hold
4,200
– – ﹤0.01% 1176
2014
Q3 		$78.8K Buy
4,200
+3,400
+425% +$66.1K ﹤0.01% 1237
2014
Q2 		$16.6K Hold
800
– – ﹤0.01% 1320
2014
Q1 		$16.4K Hold
800
– – ﹤0.01% 1356
2013
Q4 		$16.5K Sell
800
-9,100
-92% -$181K ﹤0.01% 1405
2013
Q3 		$187K Sell
9,900
-40,319
-80% -$797K ﹤0.01% 1216
2013
Q2 		$958K Buy
+50,219
New +$890K ﹤0.01% 1012

Other funds holding UVSP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Schroder Investment Management Group's UVSP Position: Q4 2018 in Review

Schroder Investment Management Group sold out of Univest Financial (UVSP) in Q4 2018, closing a stake of 273,094 shares — an estimated $7.22M sold.

Schroder Investment Management Group first reported a position in UVSP in Q2 2013 and held it in 17 quarters. The position peaked at $16M in Q3 2017. 115 funds tracked by Wall St. Rank hold UVSP as of Q4 2018.

  • Schroder Investment Management Group reported no remaining Univest Financial position as of Q4 2018 after selling out during the quarter.
  • Schroder Investment Management Group sold 273,094 Univest Financial shares in Q4 2018, an estimated $7.22M.
  • Schroder Investment Management Group first reported a position in Univest Financial in Q2 2013 and held it in 17 quarters.
  • Schroder Investment Management Group's Univest Financial position peaked at $16M in Q3 2017.
  • 115 funds tracked by Wall St. Rank held Univest Financial as of Q4 2018.

Based on Schroder Investment Management Group's 13F filing for Q4 2018, filed 14 Feb 2019.