Stifel Financial
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Stifel Financial’s Univest Financial UVSP Stock Holding History

Stifel Financial’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
-57,339
Closed -$1.36M – 3420
2023
Q1 		$1.36M Sell
57,339
-1,126
-2% -$29.8K ﹤0.01% 1819
2022
Q4 		$1.53M Hold
58,465
– – ﹤0.01% 1715
2022
Q3 		$1.37M Hold
58,465
– – ﹤0.01% 1737
2022
Q2 		$1.49M Hold
58,465
– – ﹤0.01% 1705
2022
Q1 		$1.56M Hold
58,465
– – ﹤0.01% 1809
2021
Q4 		$1.75M Sell
58,465
-174
-0.3% -$5.06K ﹤0.01% 1719
2021
Q3 		$1.61M Sell
58,639
-87
-0.1% -$2.33K ﹤0.01% 1731
2021
Q2 		$1.55M Sell
58,726
-360
-0.6% -$10.1K ﹤0.01% 1788
2021
Q1 		$1.69M Hold
59,086
– – ﹤0.01% 1625
2020
Q4 		$1.22M Hold
59,086
– – ﹤0.01% 1707
2020
Q3 		$849K Sell
59,086
-1,875
-3% -$29.2K ﹤0.01% 1748
2020
Q2 		$983K Hold
60,961
– – ﹤0.01% 1576
2020
Q1 		$994K Sell
60,961
-120
-0.2% -$2.75K ﹤0.01% 1443
2019
Q4 		$1.64M Buy
+61,081
New +$1.58M ﹤0.01% 1465
2019
Q3 		– Sell
-60,961
Closed -$1.6M – 2982
2019
Q2 		$1.6M Sell
60,961
-330
-0.5% -$8.28K ﹤0.01% 1490
2019
Q1 		$1.5M Buy
61,291
+330
+0.5% +$8.06K ﹤0.01% 1406
2018
Q4 		$1.31M Buy
60,961
+9,300
+18% +$226K ﹤0.01% 1377
2018
Q3 		$1.37M Buy
51,661
+700
+1% +$19.5K ﹤0.01% 1480
2018
Q2 		$1.4M Hold
50,961
– – ﹤0.01% 1417
2018
Q1 		$1.41M Sell
50,961
-8,000
-14% -$224K ﹤0.01% 1356
2017
Q4 		$1.65M Hold
58,961
– – 0.01% 1249
2017
Q3 		$1.89M Sell
58,961
-505
-0.8% -$15.1K 0.01% 1156
2017
Q2 		$1.78M Sell
59,466
-89
-0.1% -$2.55K 0.01% 1153
2017
Q1 		$1.54M Hold
59,555
– – 0.01% 1205
2016
Q4 		$1.84M Buy
59,555
+13,376
+29% +$357K 0.01% 1068
2016
Q3 		$1.08M Buy
+46,179
New +$1.03M ﹤0.01% 1286
2014
Q4 		– Sell
-15,800
Closed -$296K – 2454
2014
Q3 		$296K Buy
+15,800
New +$307K ﹤0.01% 1804

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Stifel Financial's UVSP Position: Q2 2023 in Review

Stifel Financial sold out of Univest Financial (UVSP) in Q2 2023, closing a stake of 57,339 shares — an estimated $1.36M sold.

Stifel Financial first reported a position in UVSP in Q3 2014 and held it in 27 quarters. The position peaked at $1.89M in Q3 2017. 138 funds tracked by Wall St. Rank hold UVSP as of Q2 2023.

  • Stifel Financial reported no remaining Univest Financial position as of Q2 2023 after selling out during the quarter.
  • Stifel Financial sold 57,339 Univest Financial shares in Q2 2023, an estimated $1.36M.
  • Stifel Financial first reported a position in Univest Financial in Q3 2014 and held it in 27 quarters.
  • Stifel Financial's Univest Financial position peaked at $1.89M in Q3 2017.
  • 138 funds tracked by Wall St. Rank held Univest Financial as of Q2 2023.

Based on Stifel Financial's 13F filing for Q2 2023, filed 14 Aug 2023.