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Western Standard LLC’s Univest Financial UVSP Stock Holding History

Western Standard LLC’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
Q1 		– Sell
-43,800
Closed -$1.17M – 46
2019
Q4 		$1.17M Buy
43,800
+6,070
+16% +$157K 0.91% 27
2019
Q3 		$962K Buy
+37,730
New +$976K 0.76% 31

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Western Standard LLC's UVSP Position: Q1 2020 in Review

Western Standard LLC sold out of Univest Financial (UVSP) in Q1 2020, closing a stake of 43,800 shares — an estimated $1.17M sold.

Western Standard LLC first reported a position in UVSP in Q3 2019 and held it in 2 quarters. The position peaked at $1.17M in Q4 2019. 127 funds tracked by Wall St. Rank hold UVSP as of Q1 2020.

  • Western Standard LLC reported no remaining Univest Financial position as of Q1 2020 after selling out during the quarter.
  • Western Standard LLC sold 43,800 Univest Financial shares in Q1 2020, an estimated $1.17M.
  • Western Standard LLC first reported a position in Univest Financial in Q3 2019 and held it in 2 quarters.
  • Western Standard LLC's Univest Financial position peaked at $1.17M in Q4 2019.
  • 127 funds tracked by Wall St. Rank held Univest Financial as of Q1 2020.

Based on Western Standard LLC's 13F filing for Q1 2020, filed 15 May 2020.