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Watershed Asset Management’s Univest Financial UVSP Stock Holding History

Watershed Asset Management’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
2023
Q4 		– Sell
-13,782
Closed -$240K – 144
2023
Q3 		$240K Buy
+13,782
New +$254K 0.28% 111

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Watershed Asset Management's UVSP Position: Q4 2023 in Review

Watershed Asset Management sold out of Univest Financial (UVSP) in Q4 2023, closing a stake of 13,782 shares — an estimated $240K sold.

Watershed Asset Management first reported a position in UVSP in Q3 2023 and held it in 1 quarter. The position peaked at $240K in Q3 2023. 141 funds tracked by Wall St. Rank hold UVSP as of Q4 2023.

  • Watershed Asset Management reported no remaining Univest Financial position as of Q4 2023 after selling out during the quarter.
  • Watershed Asset Management sold 13,782 Univest Financial shares in Q4 2023, an estimated $240K.
  • Watershed Asset Management first reported a position in Univest Financial in Q3 2023 and held it in 1 quarter.
  • Watershed Asset Management's Univest Financial position peaked at $240K in Q3 2023.
  • 141 funds tracked by Wall St. Rank held Univest Financial as of Q4 2023.

Based on Watershed Asset Management's 13F filing for Q4 2023, filed 2 Feb 2024.