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TIAA CREF Investment Management’s Univest Financial UVSP Stock Holding History

TIAA CREF Investment 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
2019
Q1 		$3.06M Buy
125,157
+53,530
+75% +$1.31M ﹤0.01% 1752
2018
Q4 		$1.54M Buy
71,627
+9,126
+15% +$222K ﹤0.01% 2103
2018
Q3 		$1.65M Sell
62,501
-5,059
-7% -$141K ﹤0.01% 2220
2018
Q2 		$1.86M Sell
67,560
-14,313
-17% -$411K ﹤0.01% 2210
2018
Q1 		$2.27M Buy
81,873
+3,695
+5% +$104K ﹤0.01% 2040
2017
Q4 		$2.19M Sell
78,178
-4,596
-6% -$136K ﹤0.01% 2086
2017
Q3 		$2.65M Sell
82,774
-1,248
-1% -$37.3K ﹤0.01% 2007
2017
Q2 		$2.52M Buy
84,022
+2,179
+3% +$62.5K ﹤0.01% 2046
2017
Q1 		$2.12M Sell
81,843
-3,665
-4% -$103K ﹤0.01% 2110
2016
Q4 		$2.64M Sell
85,508
-5,328
-6% -$142K ﹤0.01% 2028
2016
Q3 		$2.12K Buy
90,836
+20,372
+29% +$454K ﹤0.01% 2141
2016
Q2 		$1.48M Sell
70,464
-6,761
-9% -$135K ﹤0.01% 2301
2016
Q1 		$1.51M Sell
77,225
-1,229
-2% -$23.8K ﹤0.01% 2241
2015
Q4 		$1.64M Hold
78,454
– – ﹤0.01% 2285
2015
Q3 		$1.51M Hold
78,454
– – ﹤0.01% 2315
2015
Q2 		$1.6M Buy
78,454
+5,633
+8% +$111K ﹤0.01% 2440
2015
Q1 		$1.44M Sell
72,821
-2,116
-3% -$40.7K ﹤0.01% 2430
2014
Q4 		$1.52M Buy
74,937
+3,273
+5% +$64.9K ﹤0.01% 2418
2014
Q3 		$1.34M Sell
71,664
-9,100
-11% -$177K ﹤0.01% 2469
2014
Q2 		$1.67M Buy
80,764
+4,852
+6% +$96.9K ﹤0.01% 2412
2014
Q1 		$1.56M Sell
75,912
-9,554
-11% -$186K ﹤0.01% 2382
2013
Q4 		$1.77M Buy
85,466
+3,453
+4% +$68.8K ﹤0.01% 2326
2013
Q3 		$1.55M Sell
82,013
-2,720
-3% -$53.8K ﹤0.01% 2375
2013
Q2 		$1.62M Buy
+84,733
New +$1.5M ﹤0.01% 2293

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

TIAA CREF Investment Management's UVSP Position: Q1 2019 in Review

TIAA CREF Investment Management increased its Univest Financial (UVSP) stake by 75% in Q1 2019, buying an estimated $1.31M and bringing the position to 125,157 shares worth $3.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

TIAA CREF Investment Management first reported a position in UVSP in Q2 2013 and has held it in 24 quarters since. 131 funds tracked by Wall St. Rank hold UVSP as of Q1 2019.

  • TIAA CREF Investment Management held 125,157 shares of Univest Financial worth $3.06M as of Q1 2019.
  • TIAA CREF Investment Management bought 53,530 Univest Financial shares in Q1 2019, an estimated $1.31M.
  • Univest Financial made up ﹤0.01% of TIAA CREF Investment Management's portfolio in Q1 2019, its #1752 holding.
  • TIAA CREF Investment Management first reported a position in Univest Financial in Q2 2013 and has held it in 24 quarters since.
  • 131 funds tracked by Wall St. Rank held Univest Financial as of Q1 2019.

Based on TIAA CREF Investment Management's 13F filing for Q1 2019, filed 14 May 2019.