TI
UVSP icon

Trexquant Investment’s Univest Financial UVSP Stock Holding History

Trexquant Investment’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
2026
Q1 		$3.27M Buy
95,306
+39,463
+71% +$1.33M 0.02% 820
2025
Q4 		$1.83M Buy
55,843
+2,838
+5% +$88.9K 0.02% 1020
2025
Q3 		$1.59M Buy
+53,005
New +$1.63M 0.02% 987
2025
Q2 		– Sell
-17,796
Closed -$505K – 1903
2025
Q1 		$505K Buy
17,796
+7,980
+81% +$236K 0.01% 1270
2024
Q4 		$290K Buy
+9,816
New +$292K ﹤0.01% 1412
2024
Q2 		– Sell
-15,376
Closed -$320K – 1867
2024
Q1 		$320K Buy
+15,376
New +$312K 0.01% 1272
2023
Q4 		– Sell
-11,651
Closed -$202K – 1815
2023
Q3 		$202K Buy
+11,651
New +$214K 0.01% 1337
2023
Q1 		– Sell
-10,467
Closed -$274K – 1793
2022
Q4 		$274K Buy
+10,467
New +$281K 0.01% 1133
2021
Q1 		– Sell
-12,819
Closed -$264K – 1490
2020
Q4 		$264K Buy
+12,819
New +$230K 0.03% 763
2020
Q3 		– Sell
-19,016
Closed -$307K – 1545
2020
Q2 		$307K Buy
+19,016
New +$305K 0.02% 874
2019
Q2 		– Sell
-8,879
Closed -$217K – 1146
2019
Q1 		$217K Buy
+8,879
New +$217K 0.02% 842
2018
Q2 		– Sell
-7,997
Closed -$222K – 1245
2018
Q1 		$222K Buy
+7,997
New +$224K 0.02% 923

Other funds holding UVSP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return