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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 $1,585,236,029
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Star Fds
 2,201,021 $129,706,142 8.18%
2.
Spdr Series Trust
 1,576,445 $108,680,092 6.85%
3.
Apple Inc.
 AAPL 399,681 $100,088,066 6.31%
4.
Microsoft Corp
 MSFT 160,123 $67,491,785 4.25%
5.
Spdr Series Trust
 2,218,830 $55,448,552 3.49%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)