Simplex Trading
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Simplex Trading’s Univest Financial UVSP Stock Holding History

Simplex Trading’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 		– Sell
-100
Closed -$2K – 9661
2024
Q2 		$2K Hold
100
– – ﹤0.01% 8362
2024
Q1 		$2K Buy
+100
New +$2.03K ﹤0.01% 8476
2021
Q1 		– Sell
-2
Closed -$4K – 10123
2020
Q4 		$4K Sell
2
-1
-33% -$18 ﹤0.01% 7815
2020
Q3 		$4K Buy
+3
New +$47 ﹤0.01% 7228

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Simplex Trading's UVSP Position: Q1 2025 in Review

Simplex Trading sold out of Univest Financial (UVSP) in Q1 2025, closing a stake of 87 shares — an estimated $2K sold.

Simplex Trading first reported a position in UVSP in Q1 2024 and held it in 4 quarters. The position peaked at $2K in Q4 2024. 178 funds tracked by Wall St. Rank hold UVSP as of Q1 2025.

  • Simplex Trading reported no remaining Univest Financial position as of Q1 2025 after selling out during the quarter.
  • Simplex Trading sold 87 Univest Financial shares in Q1 2025, an estimated $2K.
  • Simplex Trading first reported a position in Univest Financial in Q1 2024 and held it in 4 quarters.
  • Simplex Trading's Univest Financial position peaked at $2K in Q4 2024.
  • 178 funds tracked by Wall St. Rank held Univest Financial as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.