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Univest Financial’s Ameriprise Financial AMP Stock Holding History

Univest Financial’s Portfolio AMP Stock Details AMP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-30,168
Closed -$3.35M – 109
2019
Q4 		$3.35M Buy
+30,168
New +$4.67M 1.42% 30
2018
Q4 		– Sell
-26,440
Closed -$3.9M – 114
2018
Q3 		$3.9M Sell
26,440
-14
-0.1% -$2K 1.19% 31
2018
Q2 		$3.7M Sell
26,454
-287
-1% -$40.7K 1.48% 32
2018
Q1 		$3.96M Sell
26,741
-1,521
-5% -$248K 1.71% 27
2017
Q4 		$4.79M Sell
28,262
-797
-3% -$128K 1.93% 17
2017
Q3 		$4.32M Sell
29,059
-2,055
-7% -$287K 1.82% 24
2017
Q2 		$3.96M Buy
31,114
+332
+1% +$42.2K 1.67% 24
2017
Q1 		$3.99M Buy
30,782
+614
+2% +$76K 1.75% 18
2016
Q4 		$3.35M Sell
30,168
-1,867
-6% -$197K 1.42% 30
2016
Q3 		$3.2M Sell
32,035
-121
-0.4% -$11.7K 1.45% 34
2016
Q2 		$2.89M Sell
32,156
-666
-2% -$64.3K 1.32% 39
2016
Q1 		$3.09M Buy
32,822
+7,363
+29% +$660K 1.4% 36
2015
Q4 		$2.71M Sell
25,459
-4,667
-15% -$522K 1.24% 39
2015
Q3 		$3.29M Buy
30,126
+2,821
+10% +$333K 1.61% 25
2015
Q2 		$3.41M Buy
27,305
+16
+0.1% +$2.04K 1.57% 26
2015
Q1 		$3.57M Sell
27,289
-718
-3% -$94.6K 1.6% 21
2014
Q4 		$3.7M Buy
28,007
+590
+2% +$74.7K 1.62% 26
2014
Q3 		$3.38M Buy
27,417
+5,536
+25% +$679K 1.59% 22
2014
Q2 		$2.63M Buy
+21,881
New +$2.45M 1.24% 51

Other funds holding AMP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Univest Financial's AMP Position: Q1 2020 in Review

Univest Financial sold out of Ameriprise Financial (AMP) in Q1 2020, closing a stake of 30,168 shares — an estimated $3.35M sold.

Univest Financial first reported a position in AMP in Q2 2014 and held it in 19 quarters. The position peaked at $4.79M in Q4 2017. 705 funds tracked by Wall St. Rank hold AMP as of Q1 2020.

  • Univest Financial reported no remaining Ameriprise Financial position as of Q1 2020 after selling out during the quarter.
  • Univest Financial sold 30,168 Ameriprise Financial shares in Q1 2020, an estimated $3.35M.
  • Univest Financial first reported a position in Ameriprise Financial in Q2 2014 and held it in 19 quarters.
  • Univest Financial's Ameriprise Financial position peaked at $4.79M in Q4 2017.
  • 705 funds tracked by Wall St. Rank held Ameriprise Financial as of Q1 2020.

Based on Univest Financial's 13F filing for Q1 2020, filed 5 May 2020.