Wellington Management Group
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Wellington Management Group’s Univest Financial UVSP Stock Holding History

Wellington Management Group’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
Q2 		– Sell
-78,135
Closed -$1.27M – 1981
2020
Q1 		$1.27M Sell
78,135
-22,778
-23% -$521K ﹤0.01% 1464
2019
Q4 		$2.7M Sell
100,913
-1,050
-1% -$27.2K ﹤0.01% 1480
2019
Q3 		$2.6M Sell
101,963
-3,671
-3% -$95K ﹤0.01% 1512
2019
Q2 		$2.77M Buy
105,634
+12,402
+13% +$311K ﹤0.01% 1537
2019
Q1 		$2.28M Buy
93,232
+4,357
+5% +$106K ﹤0.01% 1587
2018
Q4 		$1.92M Buy
88,875
+58,301
+191% +$1.42M ﹤0.01% 1652
2018
Q3 		$809K Buy
30,574
+10,369
+51% +$289K ﹤0.01% 1930
2018
Q2 		$556K Buy
20,205
+9,483
+88% +$272K ﹤0.01% 2014
2018
Q1 		$297K Buy
+10,722
New +$300K ﹤0.01% 2102

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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Wellington Management Group's UVSP Position: Q2 2020 in Review

Wellington Management Group sold out of Univest Financial (UVSP) in Q2 2020, closing a stake of 78,135 shares — an estimated $1.27M sold.

Wellington Management Group first reported a position in UVSP in Q1 2018 and held it in 9 quarters. The position peaked at $2.77M in Q2 2019. 131 funds tracked by Wall St. Rank hold UVSP as of Q2 2020.

  • Wellington Management Group reported no remaining Univest Financial position as of Q2 2020 after selling out during the quarter.
  • Wellington Management Group sold 78,135 Univest Financial shares in Q2 2020, an estimated $1.27M.
  • Wellington Management Group first reported a position in Univest Financial in Q1 2018 and held it in 9 quarters.
  • Wellington Management Group's Univest Financial position peaked at $2.77M in Q2 2019.
  • 131 funds tracked by Wall St. Rank held Univest Financial as of Q2 2020.

Based on Wellington Management Group's 13F filing for Q2 2020, filed 14 Aug 2020.