Security National Trust’s Univest Financial UVSP Stock Holding History

Security National Trust’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 Q3	–	Sell	-984	Closed	-$26K	–	366
2019 Q2	$26K	Hold	984	–	–	0.01%	280
2019 Q1	$24K	Buy	+984	New	+$24K	0.01%	281
2014 Q2	–	Sell	-984	Closed	-$20K	–	542
2014 Q1	$20K	Hold	984	–	–	0.01%	356
2013 Q4	$20K	Hold	984	–	–	0.01%	351
2013 Q3	$19K	Hold	984	–	–	0.01%	337
2013 Q2	$19K	Buy	+984	New	+$17.4K	0.01%	332

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Security National Trust's UVSP Position: Q3 2019 in Review

Security National Trust sold out of Univest Financial (UVSP) in Q3 2019, closing a stake of 984 shares — an estimated $26K sold.

Security National Trust first reported a position in UVSP in Q2 2013 and held it in 6 quarters. The position peaked at $26K in Q2 2019. 139 funds tracked by Wall St. Rank hold UVSP as of Q3 2019.

Security National Trust reported no remaining Univest Financial position as of Q3 2019 after selling out during the quarter.
Security National Trust sold 984 Univest Financial shares in Q3 2019, an estimated $26K.
Security National Trust first reported a position in Univest Financial in Q2 2013 and held it in 6 quarters.
Security National Trust's Univest Financial position peaked at $26K in Q2 2019.
139 funds tracked by Wall St. Rank held Univest Financial as of Q3 2019.

Based on Security National Trust's 13F filing for Q3 2019, filed 1 Nov 2019.