Jacobi Capital Management LLC Univest Financial Corp Transaction History

Jacobi Capital Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$27.44 - $30.78 $2,798 - $3,139	-102 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$26.37 - $29.4 $26 - $29	1 Added 0.99%	102 $3,000
Q1 2021 May 11, 2021	BUY	$20.49 - $29.45 $20 - $29	1 Added 1.0%	101 $3,000
Q2 2020 Aug 04, 2020	SELL	$14.21 - $19.19 $3,296 - $4,452	-232 Reduced 69.88%	100 $2,000
Q2 2020 Jul 27, 2020	BUY	$14.21 - $19.19 $3,296 - $4,452	232 Added 232.0%	332 $2,000
Q2 2017 Aug 10, 2017	BUY	N/A	100	100 $3,000

160

19.5M

Ticker UVSP
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 29,242,500
Market Cap $885M
Description
Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination ...

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