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Winton Group’s Univest Financial UVSP Stock Holding History

Winton 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
2021
Q4 		– Sell
-8,129
Closed -$223K – 1407
2021
Q3 		$223K Buy
8,129
+20
+0.2% +$537 0.01% 1204
2021
Q2 		$214K Sell
8,109
-857
-10% -$24.1K 0.01% 1320
2021
Q1 		$256K Sell
8,966
-2,625
-23% -$66.6K 0.01% 1205
2020
Q4 		$239K Sell
11,591
-21,633
-65% -$388K 0.02% 1131
2020
Q3 		$477K Sell
33,224
-28,392
-46% -$441K 0.02% 1132
2020
Q2 		$994K Sell
61,616
-925
-1% -$14.8K 0.03% 967
2020
Q1 		$1.02M Buy
62,541
+12,996
+26% +$297K 0.03% 801
2019
Q4 		$1.33M Sell
49,545
-14,664
-23% -$379K 0.02% 956
2019
Q3 		$1.64M Buy
+64,209
New +$1.66M 0.02% 644

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
UF
Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

Winton Group's UVSP Position: Q4 2021 in Review

Winton Group sold out of Univest Financial (UVSP) in Q4 2021, closing a stake of 8,129 shares — an estimated $223K sold.

Winton Group first reported a position in UVSP in Q3 2019 and held it in 9 quarters. The position peaked at $1.64M in Q3 2019. 142 funds tracked by Wall St. Rank hold UVSP as of Q4 2021.

  • Winton Group reported no remaining Univest Financial position as of Q4 2021 after selling out during the quarter.
  • Winton Group sold 8,129 Univest Financial shares in Q4 2021, an estimated $223K.
  • Winton Group first reported a position in Univest Financial in Q3 2019 and held it in 9 quarters.
  • Winton Group's Univest Financial position peaked at $1.64M in Q3 2019.
  • 142 funds tracked by Wall St. Rank held Univest Financial as of Q4 2021.

Based on Winton Group's 13F filing for Q4 2021, filed 10 Feb 2022.