13F-HR: Univest Financial Corp Discloses $1.5 Billion in Holdings for Q3 2024
13F Holdings Report
Univest Financial Corp's latest 13F filing reveals a diverse portfolio of holdings valued at over $1.5 billion as of September 30, 2024.
Summary
- Univest Financial Corp has filed its 13F holdings report for the quarter ended September 30, 2024.
- The total value of their reported holdings is $1,517,942,062.
- The report includes 455 entries across various companies and ETFs.
- The filing also lists two other included managers: Univest Bank & Trust Co. and GIRARD PARTNERS LTD.
Sentiment
Score: 7
Explanation: The document is a routine regulatory filing, so the sentiment is neutral to slightly positive due to the transparency it provides.
Positives
- The filing provides a comprehensive overview of Univest Financial Corp's investment portfolio.
- The portfolio is diversified across numerous sectors and asset classes.
Risks
- The document does not provide any analysis of the performance of the holdings.
- The document does not provide any forward looking statements or guidance.
Industry Context
13F filings are a standard requirement for institutional investment managers, providing transparency into their holdings and allowing the market to track their investment strategies. This filing is consistent with standard industry practice.
Comparison to Industry Standards
- The filing is consistent with the requirements of SEC Form 13F, which mandates institutional investment managers with over $100 million in assets under management to disclose their holdings quarterly.
- The size and diversity of the portfolio are typical for a financial institution of Univest's size.
- The inclusion of multiple managers within the filing is also a common practice for larger financial firms.
Stakeholder Impact
- The filing provides transparency to shareholders and the market regarding Univest's investment strategy.
- The information may influence investment decisions by other market participants.
Key Dates
| Date | Description |
|---|---|
| 09-30-2024 | The end date of the reporting period for the holdings. |
| 11-14-2024 | The date the report was signed and submitted. |
Keywords
13F, holdings, investment, portfolio, institutional investor, equity, ETF
Disclaimer:The information provided here is for general informational purposes only and does not constitute financial advice, recommendation, or endorsement of any kind. It may contain errors or omissions. You should not rely on this information to make financial decisions. Always seek the advice of a qualified financial professional before making any investment or financial decisions. Use of this information is at your own risk.