$300 Million is the total value of UNIVEST FINANCIAL Corp's 188 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| A | New | AGILENT TECHNOLOGIES INC | $3,433,321 | – | 30,704 | +100.0% | 1.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNIVEST FINANCIAL CORPORATIO | 42 | Q3 2023 | 10.4% |
| JOHNSON & JOHNSON | 42 | Q3 2023 | 4.9% |
| APPLE INC | 42 | Q3 2023 | 4.7% |
| HOME DEPOT INC | 42 | Q3 2023 | 2.4% |
| VISA INC | 42 | Q3 2023 | 2.1% |
| JPMORGAN CHASE & CO | 42 | Q3 2023 | 2.4% |
| DISNEY WALT CO | 42 | Q3 2023 | 2.3% |
| NIKE INC | 42 | Q3 2023 | 2.4% |
| HONEYWELL INTL INC | 42 | Q3 2023 | 1.7% |
| ABBVIE INC | 42 | Q3 2023 | 2.0% |
View UNIVEST FINANCIAL Corp's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| UNIVEST CORP OF PENNSYLVANIA | February 06, 2017 | 754,855 | 2.8% |
View UNIVEST FINANCIAL Corp's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 8-K | 2024-04-26 |
| 8-K | 2024-04-25 |
| 8-K | 2024-04-17 |
| EFFECT | 2024-03-21 |
| 4 | 2024-03-19 |
| 4 | 2024-03-19 |
| 4 | 2024-03-19 |
| 4 | 2024-03-19 |
| 4 | 2024-03-19 |
| 4 | 2024-03-19 |
View UNIVEST FINANCIAL Corp's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.