UF
DD

Univest Financial’s Du Pont De Nemours E I 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
-19,738
Closed -$1.45M – 141
2019
Q4 		$1.45M Buy
+19,738
New +$1.45M 0.61% 57
2017
Q3 		– Sell
-12,906
Closed -$1.04M – 95
2017
Q2 		$1.04M Sell
12,906
-2,332
-15% -$186K 0.44% 56
2017
Q1 		$1.22M Sell
15,238
-4,500
-23% -$349K 0.54% 55
2016
Q4 		$1.45M Buy
19,738
+5,505
+39% +$391K 0.61% 57
2016
Q3 		$953K Buy
14,233
+350
+3% +$23.8K 0.43% 57
2016
Q2 		$900K Hold
13,883
– – 0.41% 59
2016
Q1 		$879K Buy
13,883
+1,200
+9% +$71.8K 0.4% 59
2015
Q4 		$845K Sell
12,683
-75
-0.6% -$4.76K 0.39% 61
2015
Q3 		$615K Sell
12,758
-641
-5% -$34.2K 0.3% 60
2015
Q2 		$814K Buy
13,399
+56
+0.4% +$3.77K 0.37% 57
2015
Q1 		$906K Buy
13,343
+422
+3% +$30.1K 0.41% 60
2014
Q4 		$907K Buy
12,921
+145
+1% +$9.69K 0.4% 59
2014
Q3 		$871K Buy
12,776
+152
+1% +$9.57K 0.41% 59
2014
Q2 		$785K Buy
12,624
+7,908
+168% +$508K 0.37% 60
2014
Q1 		$301K Hold
4,716
– – 0.15% 67
2013
Q4 		$291K Hold
4,716
– – 0.14% 70
2013
Q3 		$262K Buy
+4,716
New +$258K 0.14% 70

Other funds holding DD

FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.22B AUM 34.81% 1-Year Est. Return
CWM
CIBC World Markets New York $20.8B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
BCCM
Bridge Creek Capital Management West Barnstable, Massachusetts $360M AUM 16.27% 1-Year Est. Return
CA
Cullinan Associates Louisville, Kentucky $1.24B AUM 28.12% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GAMC
Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return
MVA
Mount Vernon Associates Baltimore, Maryland $153M AUM 34.88% 1-Year Est. Return

Univest Financial's DD Position: Q1 2020 in Review

Univest Financial sold out of Du Pont De Nemours E I (DD) in Q1 2020, closing a stake of 19,738 shares — an estimated $1.45M sold.

Univest Financial first reported a position in DD in Q3 2013 and held it in 17 quarters. The position peaked at $1.45M in Q4 2019. 18 funds tracked by Wall St. Rank hold DD as of Q1 2020.

  • Univest Financial reported no remaining Du Pont De Nemours E I position as of Q1 2020 after selling out during the quarter.
  • Univest Financial sold 19,738 Du Pont De Nemours E I shares in Q1 2020, an estimated $1.45M.
  • Univest Financial first reported a position in Du Pont De Nemours E I in Q3 2013 and held it in 17 quarters.
  • Univest Financial's Du Pont De Nemours E I position peaked at $1.45M in Q4 2019.
  • 18 funds tracked by Wall St. Rank held Du Pont De Nemours E I as of Q1 2020.

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