A detailed history of Rafferty Asset Management, LLC transactions in Univest Financial Corp stock. As of the latest transaction made, Rafferty Asset Management, LLC holds 19,221 shares of UVSP stock, worth $574,131. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,221
Previous 26,659 27.9%
Holding current value
$574,131
Previous $608,000 11.18%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

SELL
$22.22 - $29.19 $165,272 - $217,115
-7,438 Reduced 27.9%
19,221 $540,000
Q2 2024

Aug 13, 2024

SELL
$18.44 - $22.93 $1,604 - $1,994
-87 Reduced 0.33%
26,659 $608,000
Q1 2024

May 13, 2024

BUY
$19.25 - $22.06 $24,774 - $28,391
1,287 Added 5.06%
26,746 $556,000
Q4 2023

Feb 13, 2024

BUY
$16.21 - $22.32 $124,930 - $172,020
7,707 Added 43.41%
25,459 $560,000
Q3 2023

Nov 13, 2023

SELL
$17.03 - $20.75 $63,436 - $77,293
-3,725 Reduced 17.34%
17,752 $308,000
Q2 2023

Aug 11, 2023

BUY
$16.3 - $23.55 $163,195 - $235,782
10,012 Added 87.33%
21,477 $388,000
Q1 2023

May 11, 2023

BUY
$23.24 - $28.72 $266,446 - $329,274
11,465 New
11,465 $272,000
Q2 2022

Aug 12, 2022

SELL
$24.83 - $26.86 $237,052 - $256,432
-9,547 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$26.76 - $31.41 $16,056 - $18,846
600 Added 6.71%
9,547 $255,000
Q4 2021

Feb 10, 2022

SELL
$27.44 - $30.78 $8,945 - $10,034
-326 Reduced 3.52%
8,947 $268,000
Q3 2021

Nov 10, 2021

SELL
$24.86 - $28.25 $160,123 - $181,958
-6,441 Reduced 40.99%
9,273 $254,000
Q2 2021

Aug 10, 2021

BUY
$26.37 - $29.4 $64,685 - $72,118
2,453 Added 18.5%
15,714 $414,000
Q1 2021

May 10, 2021

BUY
$20.49 - $29.45 $271,717 - $390,536
13,261 New
13,261 $379,000

Others Institutions Holding UVSP

About UNIVEST FINANCIAL Corp


  • Ticker UVSP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 29,242,500
  • Market Cap $873M
  • 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 ...
More about UVSP
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