UF
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Univest Financial’s DuPont de Nemours DD Stock Holding History

Univest Financial’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-40,479
Closed -$2.91M – 117
2019
Q4 		$2.91M Buy
+40,479
New +$3.36M 1.23% 41
2019
Q2 		– Sell
-2,247
Closed -$303K – 109
2019
Q1 		$303K Sell
2,247
-94
-4% -$13K 0.1% 97
2018
Q4 		$317K Sell
2,341
-3,561
-60% -$511K 0.12% 95
2018
Q3 		$961K Hold
5,902
– – 0.29% 61
2018
Q2 		$985K Buy
+5,902
New +$988K 0.39% 55
2017
Q3 		– Sell
-16,733
Closed -$2.67M – 94
2017
Q2 		$2.67M Sell
16,733
-1,730
-9% -$275K 1.13% 45
2017
Q1 		$2.97M Sell
18,463
-1,601
-8% -$249K 1.3% 39
2016
Q4 		$2.91M Buy
20,064
+940
+5% +$131K 1.23% 41
2016
Q3 		$2.51M Buy
19,124
+29
+0.2% +$3.87K 1.14% 49
2016
Q2 		$2.4M Sell
19,095
-408
-2% -$53.7K 1.1% 52
2016
Q1 		$2.51M Sell
19,503
-2,223
-10% -$266K 1.14% 47
2015
Q4 		$2.83M Sell
21,726
-416
-2% -$53.4K 1.29% 37
2015
Q3 		$2.38M Buy
22,142
+20,379
+1,156% +$2.36M 1.16% 45
2015
Q2 		$228K Sell
1,763
-6
-0.3% -$777 0.1% 79
2015
Q1 		$215K Buy
+1,769
New +$210K 0.1% 83
2014
Q3 		– Sell
-1,740
Closed -$227K – 82
2014
Q2 		$227K Buy
+1,740
New +$222K 0.11% 76

Other funds holding DD

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Univest Financial's DD Position: Q1 2020 in Review

Univest Financial sold out of DuPont de Nemours (DD) in Q1 2020, closing a stake of 40,479 shares — an estimated $2.91M sold.

Univest Financial first reported a position in DD in Q2 2014 and held it in 16 quarters. The position peaked at $2.97M in Q1 2017. 1,084 funds tracked by Wall St. Rank hold DD as of Q1 2020.

  • Univest Financial reported no remaining DuPont de Nemours position as of Q1 2020 after selling out during the quarter.
  • Univest Financial sold 40,479 DuPont de Nemours shares in Q1 2020, an estimated $2.91M.
  • Univest Financial first reported a position in DuPont de Nemours in Q2 2014 and held it in 16 quarters.
  • Univest Financial's DuPont de Nemours position peaked at $2.97M in Q1 2017.
  • 1,084 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2020.

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