Tradition Asset Management’s Univest Financial UVSP Stock Holding History

Tradition 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	$240K	Buy	14,909 +490	+3%	+$7.86K	0.07%	158
2020 Q1	$235K	Hold	14,419	–	–	0.08%	157
2019 Q4	$386K	Sell	14,419 -295	-2%	-$7.63K	0.09%	145
2019 Q3	$375K	Hold	14,714	–	–	0.1%	144
2019 Q2	$386K	Buy	+14,714	New	+$369K	0.1%	139

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

Tradition Asset Management's UVSP Position: Q2 2020 in Review

Tradition Asset Management increased its Univest Financial (UVSP) stake by 3.4% in Q2 2020, buying an estimated $7.86K and bringing the position to 14,909 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #158.

Tradition Asset Management first reported a position in UVSP in Q2 2019 and has held it in 5 quarters since. The position peaked at $386K in Q4 2019. 131 funds tracked by Wall St. Rank hold UVSP as of Q2 2020.

Tradition Asset Management held 14,909 shares of Univest Financial worth $240K as of Q2 2020.
Tradition Asset Management bought 490 Univest Financial shares in Q2 2020, an estimated $7.86K.
Univest Financial made up 0.07% of Tradition Asset Management's portfolio in Q2 2020, its #158 holding.
Tradition Asset Management first reported a position in Univest Financial in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's Univest Financial position peaked at $386K in Q4 2019.
131 funds tracked by Wall St. Rank held Univest Financial as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.