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Home > Institutional Investor > Univest Corp Of Pennsylvania > Profile

Instuitional Investor - Univest Corp Of Pennsylvania

Fund Profile
Filing Period:
Fund Name: Univest Corp Of Pennsylvania
Portfolio Value $1,666,657,869
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Star Fds
 1,922,926 $132,854,923 7.97%
2.
Spdr Series Trust
 1,812,265 $131,733,520 7.9%
3.
Microsoft Corp
 MSFT 167,243 $83,188,444 4.99%
4.
Apple Inc.
 AAPL 381,955 $78,365,734 4.7%
5.
Spdr Series Trust
 2,963,765 $75,872,397 4.55%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)