Univest Financial Corp Sells in Q4 2024

Univest Financial Corp

  • $1.53 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
STZ
Constellation Brands, Inc.

Consumer Defensive
-575
- 33.49%
$219.66 - $257.62 $126K - $148K
1.14K $252K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-399
- 4.29%
$209.89 - $233.24 $83.7K - $93.1K
8.9K $1.89M
CAT
Caterpillar Inc

Industrials
-137
- 3.02%
$360.37 - $416.88 $49.4K - $57.1K
4.4K $1.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-5.22K
- 11.84%
$33.92 - $36.6 $177K - $191K
38.9K $1.34M
MET
Metlife Inc

Financial Services
-1.74K
- 4.24%
$78.15 - $88.25 $136K - $154K
39.3K $3.22M
ABT
Abbott Laboratories

Healthcare
-1.11K
- 3.73%
$111.93 - $119.39 $124K - $132K
28.6K $3.23M
ZBRA
Zebra Technologies Corp

Technology
-437
- 31.62%
$360.09 - $411.94 $157K - $180K
945 $364K
SPY
Spdr S&P 500 ETF Trust

ETFs
-364
- 6.2%
$567.81 - $607.81 $207K - $221K
5.51K $3.23M
SNPS
Synopsys Inc

Technology
-25
- 0.44%
$485.36 - $588.0 $12.1K - $14.7K
5.71K $2.77M
LOW
Lowes Companies Inc

Consumer Cyclical
-80
- 1.93%
$244.52 - $284.07 $19.6K - $22.7K
4.06K $1M
VBR
Vanguard Small Cap Value ETF

ETFs
-445
- 9.28%
$197.36 - $217.3 $87.8K - $96.7K
4.35K $862K
DE
Deere & CO

Industrials
-208
- 20.95%
$389.45 - $466.0 $81K - $96.9K
785 $332K
FAST
Fastenal CO

Industrials
-1.23K
- 7.21%
$69.99 - $84.35 $86K - $104K
15.8K $1.14M
ROST
Ross Stores, Inc.

Consumer Cyclical
-547
- 10.5%
$138.59 - $156.61 $75.8K - $85.7K
4.66K $705K
DFAI
Dimensional ETF Tr

ETFs
-1.36K
- 10.78%
$29.0 - $31.6 $39.3K - $42.8K
11.2K $327K
APD
Air Products & Chemicals, Inc.

Basic Materials
-200
- 14.28%
$285.5 - $335.62 $57.1K - $67.1K
1.2K $348K
SYK
Stryker Corp

Healthcare
-185
- 8.02%
$345.14 - $392.15 $63.9K - $72.5K
2.12K $764K
VTI
Vanguard Total Stock Market Et

ETFs
-880
- 3.05%
$280.04 - $302.45 $246K - $266K
27.9K $8.1M
MO
Altria Group, Inc.

Consumer Defensive
-1.48K
- 9.72%
$49.06 - $57.74 $72.6K - $85.4K
13.7K $717K
DFAX
Dimensional ETF Tr
-750
- 5.17%
$24.76 - $27.04 $18.6K - $20.3K
13.8K $342K
VTWO
Vanguard Russell 2000 ETF

ETFs
-547
- 14.29%
$87.42 - $98.06 $47.8K - $53.6K
3.28K $293K
SO
Southern CO

Utilities
-150
- 3.34%
$81.5 - $94.15 $12.2K - $14.1K
4.34K $357K
IYW
Ishares Dj Us Tech ETF

ETFs
-495
- 8.62%
$148.14 - $166.23 $73.3K - $82.3K
5.25K $836K
CSX
Csx Corp

Industrials
-288
- 3.21%
$31.58 - $36.88 $9.1K - $10.6K
8.69K $280K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-40
- 6.86%
$1146.59 - $1270.6 $45.9K - $50.8K
543 $643K
GLW
Corning Inc

Technology
-1.45K
- 7.33%
$44.11 - $49.76 $64.1K - $72.4K
18.4K $873K
VLO
Valero Energy Corp

Energy
-6
- 0.37%
$118.59 - $144.02 $712 - $864
1.64K $200K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-142
- 3.33%
$126.68 - $134.74 $18K - $19.1K
4.13K $526K
PM
Philip Morris International Inc.

Consumer Defensive
-127
- 2.82%
$118.38 - $133.06 $15K - $16.9K
4.38K $526K
IBM
International Business Machines Corp

Technology
-79
- 3.98%
$204.9 - $238.04 $16.2K - $18.8K
1.91K $419K
DGRO
Ishares Core Dividend Growth E

ETFs
-78
- 0.71%
$60.73 - $64.94 $4.74K - $5.07K
10.8K $665K
FISV
Fiserv Inc

Technology
-149
- 11.94%
N/A
1.1K $137K
ALL
Allstate Corp

Financial Services
-127
- 7.55%
$181.25 - $208.2 $23K - $26.4K
1.56K $299K
ADP
Automatic Data Processing Inc

Industrials
-106
- 11.15%
$280.08 - $307.97 $29.7K - $32.6K
845 $247K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-72
- 3.35%
$176.42 - $186.91 $12.7K - $13.5K
2.08K $369K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-163
- 7.73%
$370.24 - $418.94 $60.3K - $68.3K
1.95K $781K
PAYX
Paychex Inc

Industrials
-220
- 6.67%
$135.86 - $148.73 $29.9K - $32.7K
3.08K $431K
VGSH
Vanguard

ETFs
-43
- 0.47%
$58.02 - $58.88 $2.49K - $2.53K
9.05K $526K
BMY
Bristol Myers Squibb CO

Healthcare
-3.35K
- 8.69%
$51.92 - $59.94 $174K - $201K
35.1K $1.99M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-7
- 1.94%
$563.99 - $620.12 $3.95K - $4.34K
354 $201K
AVUV
American Centy ETF Tr Avantis

ETFs
-29
- 0.97%
$94.37 - $106.41 $2.74K - $3.09K
2.95K $284K
NFLX
Netflix Inc

Communication Services
-100
- 20.7%
$687.65 - $936.56 $68.8K - $93.7K
383 $341K
Encore Energy Corp
-20K
- 56.8%
N/A
15.2K $0
T
At&T Inc.

Communication Services
-337
- 2.75%
$21.22 - $23.88 $7.15K - $8.05K
11.9K $271K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-32
- 1.46%
$311.11 - $335.64 $9.96K - $10.7K
2.16K $696K
BAC
Bank Of America Corp

Financial Services
-1.16K
- 8.26%
$39.22 - $47.77 $45.3K - $55.2K
12.8K $564K
BA
Boeing CO

Industrials
-330
- 11.08%
$138.14 - $180.72 $45.6K - $59.6K
2.65K $468K
IVW
Ishares S&P 500 Growth ETF

ETFs
-53
- 1.38%
$94.43 - $105.47 $5K - $5.59K
3.79K $385K
DIS
Walt Disney CO

Communication Services
-1.49K
- 12.33%
$92.39 - $117.6 $138K - $175K
10.6K $1.18M
Activity Summary
Buys All Purchases 127 New Holdings 16 Increased Positions 111 Sells All Sells 120 Reductions 120 Sold out 0 Options Calls 0 Puts 0
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