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Tradition Capital Management’s Univest Financial UVSP Stock Holding History

Tradition Capital 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 		$419K Hold
17,164
– – 0.11% 134
2018
Q4 		$370K Sell
17,164
-165
-1% -$4.01K 0.12% 142
2018
Q3 		$458K Sell
17,329
-3,290
-16% -$91.5K 0.12% 141
2018
Q2 		$567K Sell
20,619
-27,260
-57% -$782K 0.16% 118
2018
Q1 		$1.33M Sell
47,879
-9,102
-16% -$255K 0.38% 91
2017
Q4 		$1.6M Sell
56,981
-1,574
-3% -$46.6K 0.43% 78
2017
Q3 		$1.87M Sell
58,555
-1,425
-2% -$42.5K 0.61% 53
2017
Q2 		$1.8M Sell
59,980
-1,999
-3% -$57.4K 0.59% 54
2017
Q1 		$1.6M Sell
61,979
-4,225
-6% -$118K 0.52% 66
2016
Q4 		$2.04M Sell
66,204
-1,225
-2% -$32.7K 0.68% 57
2016
Q3 		$1.57M Sell
67,429
-7,350
-10% -$164K 0.55% 63
2016
Q2 		$1.57M Sell
74,779
-1,561
-2% -$31.1K 0.53% 59
2016
Q1 		$1.49M Sell
76,340
-6,425
-8% -$124K 0.49% 62
2015
Q4 		$1.73M Buy
82,765
+4,035
+5% +$81.6K 0.58% 60
2015
Q3 		$1.51M Buy
78,730
+4,643
+6% +$91.4K 0.56% 63
2015
Q2 		$1.51M Buy
74,087
+5,185
+8% +$102K 0.49% 67
2015
Q1 		$1.36M Buy
68,902
+1,440
+2% +$27.7K 0.44% 73
2014
Q4 		$1.36M Buy
67,462
+95
+0.1% +$1.88K 0.43% 69
2014
Q3 		$1.26M Buy
67,367
+2,665
+4% +$51.8K 0.4% 74
2014
Q2 		$1.34M Buy
64,702
+280
+0.4% +$5.59K 0.42% 80
2014
Q1 		$1.32M Sell
64,422
-2,070
-3% -$40.2K 0.43% 80
2013
Q4 		$1.38M Buy
66,492
+1,525
+2% +$30.4K 0.45% 74
2013
Q3 		$1.22M Buy
64,967
+1,500
+2% +$29.7K 0.43% 78
2013
Q2 		$1.21M Buy
+63,467
New +$1.13M 0.45% 75

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

Tradition Capital Management's UVSP Position: Q1 2019 in Review

Tradition Capital Management held its Univest Financial (UVSP) position steady in Q1 2019 at 17,164 shares worth $419K. The position accounts for 0.11% of the portfolio, ranked #134.

Tradition Capital Management first reported a position in UVSP in Q2 2013 and has held it in 24 quarters since. The position peaked at $2.04M in Q4 2016. 131 funds tracked by Wall St. Rank hold UVSP as of Q1 2019.

  • Tradition Capital Management held 17,164 shares of Univest Financial worth $419K as of Q1 2019.
  • Tradition Capital Management left its Univest Financial share count unchanged in Q1 2019.
  • Univest Financial made up 0.11% of Tradition Capital Management's portfolio in Q1 2019, its #134 holding.
  • Tradition Capital Management first reported a position in Univest Financial in Q2 2013 and has held it in 24 quarters since.
  • Tradition Capital Management's Univest Financial position peaked at $2.04M in Q4 2016.
  • 131 funds tracked by Wall St. Rank held Univest Financial as of Q1 2019.

Based on Tradition Capital Management's 13F filing for Q1 2019, filed 7 May 2019.