State of Wisconsin Investment Board’s Univest Financial UVSP Stock Holding History

State of Wisconsin Investment Board’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 Q1	–	Sell	-15,594	Closed	-$344K	–	2429
2023 Q4	$344K	Buy	+15,594	New	+$292K	﹤0.01%	1956
2022 Q2	–	Sell	-168,900	Closed	-$4.52M	–	2876
2022 Q1	$4.52M	Hold	168,900	–	–	0.01%	1198
2021 Q4	$5.05M	Hold	168,900	–	–	0.01%	1038
2021 Q3	$4.63M	Hold	168,900	–	–	0.01%	1059
2021 Q2	$4.45M	Hold	168,900	–	–	0.01%	1084
2021 Q1	$4.83M	Hold	168,900	–	–	0.01%	1030
2020 Q4	$3.48M	Sell	168,900 -21,000	-11%	-$377K	0.01%	1090
2020 Q3	$2.73M	Sell	189,900 -4,600	-2%	-$71.5K	0.01%	1103
2020 Q2	$3.14M	Buy	194,500 +29,100	+18%	+$467K	0.01%	1021
2020 Q1	$2.7M	Buy	165,400 +12,900	+8%	+$295K	0.01%	988
2019 Q4	$4.08M	Hold	152,500	–	–	0.01%	989
2019 Q3	$3.89M	Hold	152,500	–	–	0.01%	879
2019 Q2	$4M	Buy	152,500 +3,400	+2%	+$85.3K	0.01%	872
2019 Q1	$3.65M	Buy	149,100 +34,100	+30%	+$832K	0.01%	887
2018 Q4	$2.48M	Hold	115,000	–	–	0.01%	925
2018 Q3	$3.04M	Hold	115,000	–	–	0.01%	970
2018 Q2	$3.16M	Hold	115,000	–	–	0.01%	935
2018 Q1	$3.19M	Hold	115,000	–	–	0.01%	920
2017 Q4	$3.23M	Buy	+115,000	New	+$3.4M	0.01%	917

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

State of Wisconsin Investment Board's UVSP Position: Q1 2024 in Review

State of Wisconsin Investment Board sold out of Univest Financial (UVSP) in Q1 2024, closing a stake of 15,594 shares — an estimated $344K sold.

State of Wisconsin Investment Board first reported a position in UVSP in Q4 2017 and held it in 19 quarters. The position peaked at $5.05M in Q4 2021. 139 funds tracked by Wall St. Rank hold UVSP as of Q1 2024.

State of Wisconsin Investment Board reported no remaining Univest Financial position as of Q1 2024 after selling out during the quarter.
State of Wisconsin Investment Board sold 15,594 Univest Financial shares in Q1 2024, an estimated $344K.
State of Wisconsin Investment Board first reported a position in Univest Financial in Q4 2017 and held it in 19 quarters.
State of Wisconsin Investment Board's Univest Financial position peaked at $5.05M in Q4 2021.
139 funds tracked by Wall St. Rank held Univest Financial as of Q1 2024.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2024, filed 14 May 2024.