Truist Financial
UVSP icon

Truist Financial’s Univest Financial UVSP Stock Holding History

Truist Financial’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
2024
Q3 		– Sell
-18,635
Closed -$425K – 2738
2024
Q2 		$425K Buy
18,635
+59
+0.3% +$1.25K ﹤0.01% 2069
2024
Q1 		$387K Buy
+18,576
New +$377K ﹤0.01% 2142
2023
Q4 		– Sell
-13,804
Closed -$240K – 2721
2023
Q3 		$240K Sell
13,804
-2,526
-15% -$46.5K ﹤0.01% 2372
2023
Q2 		$295K Sell
16,330
-4,436
-21% -$86.9K ﹤0.01% 2254
2023
Q1 		$493K Buy
+20,766
New +$550K ﹤0.01% 1987
2022
Q3 		– Sell
-14,375
Closed -$366K – 2679
2022
Q2 		$366K Hold
14,375
– – ﹤0.01% 2096
2022
Q1 		$385K Hold
14,375
– – ﹤0.01% 2149
2021
Q4 		$430K Sell
14,375
-23,185
-62% -$674K ﹤0.01% 2110
2021
Q3 		$1.03M Buy
37,560
+14,150
+60% +$380K ﹤0.01% 1588
2021
Q2 		$617K Hold
23,410
– – ﹤0.01% 1926
2021
Q1 		$669K Hold
23,410
– – ﹤0.01% 1814
2020
Q4 		$482K Hold
23,410
– – ﹤0.01% 1865
2020
Q3 		$336K Buy
23,410
+225
+1% +$3.5K ﹤0.01% 1952
2020
Q2 		$374K Hold
23,185
– – ﹤0.01% 1792
2020
Q1 		$378K Hold
23,185
– – ﹤0.01% 1715
2019
Q4 		$621K Sell
23,185
-3,620
-14% -$93.7K ﹤0.01% 1715
2019
Q3 		$684K Hold
26,805
– – 0.01% 515
2019
Q2 		$704K Hold
26,805
– – 0.01% 515
2019
Q1 		$656K Hold
26,805
– – 0.01% 532
2018
Q4 		$578K Sell
26,805
-2,320
-8% -$56.4K 0.01% 534
2018
Q3 		$770K Buy
+29,125
New +$810K 0.01% 511

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Truist Financial's UVSP Position: Q3 2024 in Review

Truist Financial sold out of Univest Financial (UVSP) in Q3 2024, closing a stake of 18,635 shares — an estimated $425K sold.

Truist Financial first reported a position in UVSP in Q3 2018 and held it in 21 quarters. The position peaked at $1.03M in Q3 2021. 156 funds tracked by Wall St. Rank hold UVSP as of Q3 2024.

  • Truist Financial reported no remaining Univest Financial position as of Q3 2024 after selling out during the quarter.
  • Truist Financial sold 18,635 Univest Financial shares in Q3 2024, an estimated $425K.
  • Truist Financial first reported a position in Univest Financial in Q3 2018 and held it in 21 quarters.
  • Truist Financial's Univest Financial position peaked at $1.03M in Q3 2021.
  • 156 funds tracked by Wall St. Rank held Univest Financial as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.