Stone Ridge Asset Management’s Univest Financial UVSP Stock Holding History

Stone Ridge Asset Management’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
2020 Q2	–	Sell	-10,490	Closed	-$171K	–	749
2020 Q1	$171K	Buy	10,490 +300	+3%	+$6.87K	0.02%	662
2019 Q4	$273K	Hold	10,190	–	–	0.02%	813
2019 Q3	$260K	Buy	10,190 +400	+4%	+$10.3K	0.02%	920
2019 Q2	$257K	Buy	+9,790	New	+$246K	0.02%	977
2019 Q1	–	Sell	-9,771	Closed	-$211K	–	1237
2018 Q4	$211K	Buy	+9,771	New	+$238K	0.01%	1116

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

Pzena Investment Management New York $30.8B AUM 11.29% 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

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Stone Ridge Asset Management's UVSP Position: Q2 2020 in Review

Stone Ridge Asset Management sold out of Univest Financial (UVSP) in Q2 2020, closing a stake of 10,490 shares — an estimated $171K sold.

Stone Ridge Asset Management first reported a position in UVSP in Q4 2018 and held it in 5 quarters. The position peaked at $273K in Q4 2019. 131 funds tracked by Wall St. Rank hold UVSP as of Q2 2020.

Stone Ridge Asset Management reported no remaining Univest Financial position as of Q2 2020 after selling out during the quarter.
Stone Ridge Asset Management sold 10,490 Univest Financial shares in Q2 2020, an estimated $171K.
Stone Ridge Asset Management first reported a position in Univest Financial in Q4 2018 and held it in 5 quarters.
Stone Ridge Asset Management's Univest Financial position peaked at $273K in Q4 2019.
131 funds tracked by Wall St. Rank held Univest Financial as of Q2 2020.

Based on Stone Ridge Asset Management's 13F filing for Q2 2020, filed 23 Jul 2020.