Naples Global Advisors, LLC Univest Financial Corp Transaction History

Naples Global Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2019 Oct 28, 2019	SELL	$24.8 - $27.48 $212,015 - $234,926	-8,549 Closed	0 $0
Q2 2019 Jul 10, 2019	SELL	$23.88 - $26.26 $6,972 - $7,667	-292 Reduced 3.3%	8,549 $224,000
Q1 2019 Apr 29, 2019	SELL	$21.9 - $26.51 $8,760 - $10,604	-400 Reduced 4.33%	8,841 $216,000
Q4 2018 Feb 01, 2019	SELL	$20.59 - $26.43 $5,991 - $7,691	-291 Reduced 3.05%	9,241 $211,000
Q3 2018 Nov 13, 2018	SELL	$26.45 - $28.9 $13,225 - $14,450	-500 Reduced 4.98%	9,532 $252,000
Q1 2018 Apr 17, 2018	SELL	$26.8 - $28.9 $37,520 - $40,460	-1,400 Reduced 12.25%	10,032 $278,000
Q4 2017 Jan 19, 2018	SELL	$27.85 - $32.2 $49,378 - $57,090	-1,773 Reduced 13.43%	11,432 $321,000
Q3 2017 Oct 16, 2017	BUY	$27.8 - $32.2 $367,099 - $425,201	13,205	13,205 $423,000

159

19.6M

Ticker UVSP
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 29,242,500
Market Cap $849M
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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