Univest Corp. of PA shares owned by Creative Planning
Quarter-by-quarter ownership of Univest Corp. of PA (UVSP) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Univest Corp. of PA
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Quarterly reported holdings in Univest Corp. of PA by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $687k | 33k | 20.82 |
| 2023-12-31 | $691k | 31k | 22.03 |
| 2023-09-30 | $223k | 13k | 17.38 |
| 2023-06-30 | $242k | 13k | 18.08 |
| 2017-12-31 | $447k | 16k | 28.02 |
| 2017-09-30 | $510k | 16k | 31.97 |
| 2017-06-30 | $478k | 16k | 29.96 |
| 2017-03-31 | $413k | 16k | 25.89 |
| 2016-12-31 | $493k | 16k | 30.90 |
| 2016-09-30 | $373k | 16k | 23.38 |
| 2015-12-31 | $21k | 1.0k | 21.00 |
| 2015-09-30 | $19k | 1.0k | 19.00 |
| 2015-03-31 | $20k | 1.0k | 20.00 |
| 2012-06-30 | $3.0k | 185 | 16.22 |