Girard Partners Ltd. Univest Financial Corp Transaction History

Girard Partners Ltd.

$1.06 Billion
Q2 2024

A detailed history of Girard Partners Ltd. transactions in Univest Financial Corp stock. As of the latest transaction made, Girard Partners Ltd. holds 28,913 shares of UVSP stock, worth $785,566. This represents 0.06% of its overall portfolio holdings.

Number of Shares

28,913

Previous 26,977 7.18%

Holding current value

$785,566

Previous $561,000 17.65%

% of portfolio

0.06%

Previous 0.05%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$18.44 - $22.93 $35,699 - $44,392	1,936 Added 7.18%	28,913 $660,000
Q1 2024 May 13, 2024	BUY	$19.25 - $22.06 $192 - $220	10 Added 0.04%	26,977 $561,000
Q2 2023 Aug 15, 2023	BUY	$16.3 - $23.55 $15,387 - $22,231	944 Added 3.63%	26,967 $487,000
Q1 2023 May 12, 2023	SELL	$23.24 - $28.72 $20,079 - $24,814	-864 Reduced 3.21%	26,023 $617,000
Q4 2022 Jan 26, 2023	SELL	$23.85 - $28.75 $33,008 - $39,790	-1,384 Reduced 4.9%	26,887 $0
Q3 2022 Oct 20, 2022	BUY	$23.48 - $26.96 $234 - $269	10 Added 0.04%	28,271 $663,000
Q2 2022 Jul 26, 2022	BUY	$24.83 - $26.86 $30,019 - $32,473	1,209 Added 4.47%	28,261 $718,000
Q1 2022 Apr 27, 2022	BUY	$26.76 - $31.41 $214 - $251	8 Added 0.03%	27,052 $723,000
Q4 2021 Feb 02, 2022	SELL	$27.44 - $30.78 $39,568 - $44,384	-1,442 Reduced 5.06%	27,044 $809,000
Q3 2021 Nov 01, 2021	BUY	$24.86 - $28.25 $688,771 - $782,694	27,706 Added 3552.05%	28,486 $780,000
Q3 2021 Nov 01, 2021	SELL	$24.86 - $28.25 $806,234 - $916,175	-32,431 Reduced 97.65%	780 $780,000
Q2 2021 Aug 10, 2021	BUY	$26.37 - $29.4 $69,748 - $77,763	2,645 Added 8.65%	33,211 $875,000
Q1 2021 May 06, 2021	BUY	$20.49 - $29.45 $186,807 - $268,495	9,117 Added 42.51%	30,566 $873,000
Q4 2020 Feb 02, 2021	SELL	$14.4 - $20.58 $44,985 - $64,291	-3,124 Reduced 12.71%	21,449 $441,000
Q2 2020 Aug 10, 2020	BUY	$14.21 - $19.19 $1,719 - $2,321	121 Added 0.49%	24,573 $396,000
Q1 2020 May 01, 2020	BUY	$13.87 - $26.96 $4,493 - $8,735	324 Added 1.34%	24,452 $399,000
Q4 2019 Feb 03, 2020	BUY	$24.26 - $27.47 $341,920 - $387,162	14,094 Added 140.46%	24,128 $646,000
Q3 2019 Nov 01, 2019	SELL	$24.8 - $27.48 $8,928 - $9,892	-360 Reduced 3.46%	10,034 $255,000
Q1 2019 May 08, 2019	SELL	$21.9 - $26.51 $41,610 - $50,369	-1,900 Reduced 15.45%	10,394 $254,000
Q4 2018 Feb 11, 2019	SELL	$20.59 - $26.43 $20,590 - $26,430	-1,000 Reduced 7.52%	12,294 $265,000
Q3 2018 Nov 09, 2018	SELL	$26.45 - $28.9 $360,381 - $393,762	-13,625 Reduced 50.61%	13,294 $351,000
Q2 2018 Aug 07, 2018	BUY	$27.5 - $29.85 $1,320 - $1,432	48 Added 0.18%	26,919 $740,000
Q1 2018 Apr 18, 2018	BUY	$26.8 - $28.9 $8,817 - $9,508	329 Added 1.24%	26,871 $744,000
Q4 2017 Feb 07, 2018	BUY	$27.85 - $32.2 $135,545 - $156,717	4,867 Added 22.45%	26,542 $745,000
Q3 2017 Nov 08, 2017	BUY	$27.8 - $32.2 $14,233 - $16,486	512 Added 2.42%	21,675 $694,000
Q2 2017 Aug 08, 2017	BUY	N/A	21,163	21,163 $634,000

Others Institutions Holding UVSP

# of Institutions

142

Shares Held

19.1M

Call Options Held

Put Options Held

View Full List

About UNIVEST FINANCIAL Corp

Ticker UVSP
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 29,242,500
Market Cap $795M
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Girard Partners Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Girard Partners Ltd. with notifications on news.

Account

Girard Partners Ltd. Univest Financial Corp Transaction History