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Weld Capital Management’s Univest Financial UVSP Stock Holding History

Weld Capital 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
2020
Q4 		– Sell
-10,469
Closed -$150K – 695
2020
Q3 		$150K Buy
+10,469
New +$163K 0.06% 419
2020
Q1 		– Sell
-19,446
Closed -$521K – 724
2019
Q4 		$521K Buy
+19,446
New +$503K 0.1% 335

Other funds holding UVSP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Weld Capital Management's UVSP Position: Q4 2020 in Review

Weld Capital Management sold out of Univest Financial (UVSP) in Q4 2020, closing a stake of 10,469 shares — an estimated $150K sold.

Weld Capital Management first reported a position in UVSP in Q4 2019 and held it in 2 quarters. The position peaked at $521K in Q4 2019. 125 funds tracked by Wall St. Rank hold UVSP as of Q4 2020.

  • Weld Capital Management reported no remaining Univest Financial position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 10,469 Univest Financial shares in Q4 2020, an estimated $150K.
  • Weld Capital Management first reported a position in Univest Financial in Q4 2019 and held it in 2 quarters.
  • Weld Capital Management's Univest Financial position peaked at $521K in Q4 2019.
  • 125 funds tracked by Wall St. Rank held Univest Financial as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.