Jeremy Grantham Univest Financial Corp Transaction History

Grantham, Mayo, Van Otterloo & Co. LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$23.48 - $26.96 $406,204 - $466,408	-17,300 Reduced 64.48%	9,529 $224,000
Q2 2022 Aug 12, 2022	SELL	$24.83 - $26.86 $47,177 - $51,034	-1,900 Reduced 6.61%	26,829 $683,000
Q1 2022 May 13, 2022	SELL	$26.76 - $31.41 $90,984 - $106,794	-3,400 Reduced 10.58%	28,729 $769,000
Q2 2021 Aug 12, 2021	BUY	$26.37 - $29.4 $139,761 - $155,820	5,300 Added 19.75%	32,129 $847,000
Q1 2021 May 13, 2021	BUY	$20.49 - $29.45 $549,726 - $790,114	26,829 New	26,829 $767,000
Q1 2020 May 14, 2020	SELL	$13.87 - $26.96 $260,755 - $506,848	-18,800 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$24.26 - $27.47 $824,840 - $933,980	-34,000 Reduced 64.39%	18,800 $503,000
Q3 2019 Nov 13, 2019	BUY	$24.8 - $27.48 $753,920 - $835,392	30,400 Added 135.71%	52,800 $1.35 Million
Q2 2019 Aug 13, 2019	BUY	$23.88 - $26.26 $105,072 - $115,544	4,400 Added 24.44%	22,400 $588,000
Q1 2019 May 14, 2019	BUY	$21.9 - $26.51 $394,200 - $477,180	18,000 New	18,000 $440,000

159

19.6M

Ticker UVSP
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 29,242,500
Market Cap $809M
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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