Zweig-DiMenna Associates’s Univest Financial UVSP Stock Holding History

Zweig-DiMenna Associates’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
2018 Q2	–	Sell	-167,169	Closed	-$4.63M	–	180
2018 Q1	$4.63M	Hold	167,169	–	–	0.41%	69
2017 Q4	$4.69M	Buy	167,169 +34,477	+26%	+$1.02M	0.51%	64
2017 Q3	$4.25M	Hold	132,692	–	–	0.38%	69
2017 Q2	$3.97M	Sell	132,692 -2,559	-2%	-$73.4K	0.29%	93
2017 Q1	$3.5M	Hold	135,251	–	–	0.32%	88
2016 Q4	$4.18M	Buy	+135,251	New	+$3.61M	0.3%	97

Other funds holding UVSP

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Zweig-DiMenna Associates's UVSP Position: Q2 2018 in Review

Zweig-DiMenna Associates sold out of Univest Financial (UVSP) in Q2 2018, closing a stake of 167,169 shares — an estimated $4.63M sold.

Zweig-DiMenna Associates first reported a position in UVSP in Q4 2016 and held it in 6 quarters. The position peaked at $4.69M in Q4 2017. 114 funds tracked by Wall St. Rank hold UVSP as of Q2 2018.

Zweig-DiMenna Associates reported no remaining Univest Financial position as of Q2 2018 after selling out during the quarter.
Zweig-DiMenna Associates sold 167,169 Univest Financial shares in Q2 2018, an estimated $4.63M.
Zweig-DiMenna Associates first reported a position in Univest Financial in Q4 2016 and held it in 6 quarters.
Zweig-DiMenna Associates's Univest Financial position peaked at $4.69M in Q4 2017.
114 funds tracked by Wall St. Rank held Univest Financial as of Q2 2018.

Based on Zweig-DiMenna Associates's 13F filing for Q2 2018, filed 1 Aug 2018.