TDAM USA’s Univest Financial UVSP Stock Holding History

TDAM USA’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 Q1	–	Sell	-19,047	Closed	-$510K	–	246
2019 Q4	$510K	Hold	19,047	–	–	0.03%	206
2019 Q3	$486K	Sell	19,047 -1,000	-5%	-$25.9K	0.03%	202
2019 Q2	$526K	Hold	20,047	–	–	0.04%	203
2019 Q1	$490K	Sell	20,047 -2,500	-11%	-$61K	0.03%	197
2018 Q4	$486K	Hold	22,547	–	–	0.04%	239
2018 Q3	$629K	Hold	22,547	–	–	0.04%	238
2018 Q2	$620K	Hold	22,547	–	–	0.04%	243
2018 Q1	$625K	Sell	22,547 -2,000	-8%	-$56K	0.04%	235
2017 Q4	$689K	Sell	24,547 -790	-3%	-$23.4K	0.04%	232
2017 Q3	$811K	Hold	25,337	–	–	0.05%	218
2017 Q2	$769K	Sell	25,337 -1,000	-4%	-$28.7K	0.04%	230
2017 Q1	$682K	Sell	26,337 -1,500	-5%	-$42.1K	0.03%	248
2016 Q4	$860K	Hold	27,837	–	–	0.05%	236
2016 Q3	$650K	Sell	27,837 -2,488	-8%	-$55.5K	0.03%	267
2016 Q2	$637K	Sell	30,325 -480	-2%	-$9.55K	0.03%	261
2016 Q1	$601K	Sell	30,805 -2,500	-8%	-$48.4K	0.03%	270
2015 Q4	$695K	Sell	33,305 -1,250	-4%	-$25.3K	0.03%	268
2015 Q3	$664K	Sell	34,555 -1,350	-4%	-$26.6K	0.03%	268
2015 Q2	$731K	Sell	35,905 -2,630	-7%	-$51.6K	0.03%	269
2015 Q1	$763K	Hold	38,535	–	–	0.03%	280
2014 Q4	$780K	Sell	38,535 -1,500	-4%	-$29.8K	0.03%	192
2014 Q3	$751K	Buy	+40,035	New	+$779K	0.03%	196

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

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

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

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

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

TDAM USA's UVSP Position: Q1 2020 in Review

TDAM USA sold out of Univest Financial (UVSP) in Q1 2020, closing a stake of 19,047 shares — an estimated $510K sold.

TDAM USA first reported a position in UVSP in Q3 2014 and held it in 22 quarters. The position peaked at $860K in Q4 2016. 127 funds tracked by Wall St. Rank hold UVSP as of Q1 2020.

TDAM USA reported no remaining Univest Financial position as of Q1 2020 after selling out during the quarter.
TDAM USA sold 19,047 Univest Financial shares in Q1 2020, an estimated $510K.
TDAM USA first reported a position in Univest Financial in Q3 2014 and held it in 22 quarters.
TDAM USA's Univest Financial position peaked at $860K in Q4 2016.
127 funds tracked by Wall St. Rank held Univest Financial as of Q1 2020.

Based on TDAM USA's 13F filing for Q1 2020, filed 15 May 2020.