Zebra Capital Management’s Univest Financial UVSP Stock Holding History

Zebra 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
2022 Q3	–	Sell	-10,692	Closed	-$273K	–	118
2022 Q2	$273K	Sell	10,692 -281	-3%	-$7.21K	0.8%	49
2022 Q1	$294K	Buy	10,973 +3,128	+40%	+$91.9K	0.68%	55
2021 Q4	$235K	Sell	7,845 -2,893	-27%	-$84.1K	0.38%	98
2021 Q3	$294K	Buy	+10,738	New	+$288K	0.36%	107
2018 Q1	–	Sell	-17,539	Closed	-$492K	–	384
2017 Q4	$492K	Buy	+17,539	New	+$519K	0.17%	261

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Zebra Capital Management's UVSP Position: Q3 2022 in Review

Zebra Capital Management sold out of Univest Financial (UVSP) in Q3 2022, closing a stake of 10,692 shares — an estimated $273K sold.

Zebra Capital Management first reported a position in UVSP in Q4 2017 and held it in 5 quarters. The position peaked at $492K in Q4 2017. 140 funds tracked by Wall St. Rank hold UVSP as of Q3 2022.

Zebra Capital Management reported no remaining Univest Financial position as of Q3 2022 after selling out during the quarter.
Zebra Capital Management sold 10,692 Univest Financial shares in Q3 2022, an estimated $273K.
Zebra Capital Management first reported a position in Univest Financial in Q4 2017 and held it in 5 quarters.
Zebra Capital Management's Univest Financial position peaked at $492K in Q4 2017.
140 funds tracked by Wall St. Rank held Univest Financial as of Q3 2022.

Based on Zebra Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.