TAM
UVSP icon

THB Asset Management’s Univest Financial UVSP Stock Holding History

THB 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
2013
Q4 		– Sell
-148,800
Closed -$2.8M – 281
2013
Q3 		$2.8M Buy
148,800
+48,900
+49% +$967K 0.18% 177
2013
Q2 		$1.91M Buy
+99,900
New +$1.77M 0.13% 201

Other funds holding UVSP

UF
Univest Financial Souderton, Pennsylvania $2.04B AUM 33.06% 1-Year Est. Return
BMCMI
Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania $577M AUM 6.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

THB Asset Management's UVSP Position: Q4 2013 in Review

THB Asset Management sold out of Univest Financial (UVSP) in Q4 2013, closing a stake of 148,800 shares — an estimated $2.8M sold.

THB Asset Management first reported a position in UVSP in Q2 2013 and held it in 2 quarters. The position peaked at $2.8M in Q3 2013. 81 funds tracked by Wall St. Rank hold UVSP as of Q4 2013.

  • THB Asset Management reported no remaining Univest Financial position as of Q4 2013 after selling out during the quarter.
  • THB Asset Management sold 148,800 Univest Financial shares in Q4 2013, an estimated $2.8M.
  • THB Asset Management first reported a position in Univest Financial in Q2 2013 and held it in 2 quarters.
  • THB Asset Management's Univest Financial position peaked at $2.8M in Q3 2013.
  • 81 funds tracked by Wall St. Rank held Univest Financial as of Q4 2013.

Based on THB Asset Management's 13F filing for Q4 2013, filed 6 Feb 2014.