Geode Capital Management’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Buy |
773,731
+36,662
| +5% | +$1.1M | ﹤0.01% | 1886 |
|
|
2025
Q1 | $20.9M | Buy |
737,069
+34,497
| +5% | +$979K | ﹤0.01% | 1877 |
|
|
2024
Q4 | $20.7M | Sell |
702,572
-1,873
| -0.3% | -$55.3K | ﹤0.01% | 1952 |
|
|
2024
Q3 | $19.8M | Buy |
704,445
+23,770
| +3% | +$669K | ﹤0.01% | 1980 |
|
|
2024
Q2 | $15.5M | Buy |
680,675
+31,761
| +5% | +$725K | ﹤0.01% | 2069 |
|
|
2024
Q1 | $13.5M | Buy |
648,914
+789
| +0.1% | +$16.4K | ﹤0.01% | 2140 |
|
|
2023
Q4 | $14.3M | Buy |
648,125
+28,626
| +5% | +$631K | ﹤0.01% | 2119 |
|
|
2023
Q3 | $10.8M | Buy |
619,499
+30,162
| +5% | +$524K | ﹤0.01% | 2228 |
|
|
2023
Q2 | $10.7M | Buy |
589,337
+24,711
| +4% | +$447K | ﹤0.01% | 2253 |
|
|
2023
Q1 | $13.4M | Buy |
564,626
+17,443
| +3% | +$414K | ﹤0.01% | 2076 |
|
|
2022
Q4 | $14.3M | Buy |
547,183
+10,070
| +2% | +$263K | ﹤0.01% | 2007 |
|
|
2022
Q3 | $12.6M | Buy |
537,113
+9,495
| +2% | +$223K | ﹤0.01% | 2074 |
|
|
2022
Q2 | $13.4M | Buy |
527,618
+5,873
| +1% | +$149K | ﹤0.01% | 2042 |
|
|
2022
Q1 | $14M | Sell |
521,745
-12,838
| -2% | -$344K | ﹤0.01% | 2126 |
|
|
2021
Q4 | $16M | Buy |
534,583
+1,814
| +0.3% | +$54.3K | ﹤0.01% | 2105 |
|
|
2021
Q3 | $14.6M | Buy |
532,769
+6,804
| +1% | +$186K | ﹤0.01% | 2181 |
|
|
2021
Q2 | $13.9M | Buy |
525,965
+7,423
| +1% | +$196K | ﹤0.01% | 2233 |
|
|
2021
Q1 | $14.8M | Buy |
518,542
+36,482
| +8% | +$1.04M | ﹤0.01% | 2074 |
|
|
2020
Q4 | $9.92M | Sell |
482,060
-4,350
| -0.9% | -$89.5K | ﹤0.01% | 2188 |
|
|
2020
Q3 | $6.99M | Buy |
486,410
+9,701
| +2% | +$139K | ﹤0.01% | 2188 |
|
|
2020
Q2 | $7.69M | Buy |
476,709
+25,533
| +6% | +$412K | ﹤0.01% | 2089 |
|
|
2020
Q1 | $7.36M | Buy |
451,176
+22,079
| +5% | +$360K | ﹤0.01% | 1921 |
|
|
2019
Q4 | $11.5M | Buy |
429,097
+21,735
| +5% | +$582K | ﹤0.01% | 1918 |
|
|
2019
Q3 | $10.4M | Buy |
407,362
+7,187
| +2% | +$183K | ﹤0.01% | 1907 |
|
|
2019
Q2 | $10.5M | Buy |
400,175
+30,154
| +8% | +$792K | ﹤0.01% | 1915 |
|
|
2019
Q1 | $9.05M | Buy |
370,021
+30,150
| +9% | +$737K | ﹤0.01% | 1964 |
|
|
2018
Q4 | $7.33M | Buy |
339,871
+16,854
| +5% | +$364K | ﹤0.01% | 1992 |
|
|
2018
Q3 | $8.54M | Buy |
323,017
+16,613
| +5% | +$439K | ﹤0.01% | 2037 |
|
|
2018
Q2 | $8.43M | Buy |
306,404
+31,815
| +12% | +$875K | ﹤0.01% | 2005 |
|
|
2018
Q1 | $7.61M | Buy |
274,589
+20,894
| +8% | +$579K | ﹤0.01% | 1968 |
|
|
2017
Q4 | $7.12M | Buy |
253,695
+14,703
| +6% | +$412K | ﹤0.01% | 1990 |
|
|
2017
Q3 | $7.65M | Buy |
238,992
+17,151
| +8% | +$549K | ﹤0.01% | 1931 |
|
|
2017
Q2 | $6.64M | Buy |
221,841
+5,044
| +2% | +$151K | ﹤0.01% | 1953 |
|
|
2017
Q1 | $5.62M | Buy |
216,797
+800
| +0.4% | +$20.7K | ﹤0.01% | 2023 |
|
|
2016
Q4 | $6.67M | Buy |
215,997
+9,931
| +5% | +$307K | ﹤0.01% | 1865 |
|
|
2016
Q3 | $4.81M | Buy |
206,066
+70,757
| +52% | +$1.65M | ﹤0.01% | 2000 |
|
|
2016
Q2 | $2.84M | Buy |
135,309
+1,696
| +1% | +$35.6K | ﹤0.01% | 2248 |
|
|
2016
Q1 | $2.61K | Buy |
133,613
+2,769
| +2% | +$54 | ﹤0.01% | 2271 |
|
|
2015
Q4 | $2.73M | Buy |
130,844
+8,317
| +7% | +$173K | ﹤0.01% | 2273 |
|
|
2015
Q3 | $2.35M | Buy |
122,527
+4,517
| +4% | +$86.8K | ﹤0.01% | 2340 |
|
|
2015
Q2 | $2.4M | Buy |
118,010
+6,230
| +6% | +$127K | ﹤0.01% | 2379 |
|
|
2015
Q1 | $2.21M | Buy |
111,780
+8,483
| +8% | +$168K | ﹤0.01% | 2374 |
|
|
2014
Q4 | $2.09M | Buy |
103,297
+3,764
| +4% | +$76.2K | ﹤0.01% | 2399 |
|
|
2014
Q3 | $1.87M | Buy |
99,533
+5,194
| +6% | +$97.3K | ﹤0.01% | 2399 |
|
|
2014
Q2 | $1.95M | Buy |
94,339
+16,722
| +22% | +$346K | ﹤0.01% | 2379 |
|
|
2014
Q1 | $1.59M | Buy |
77,617
+13,913
| +22% | +$285K | ﹤0.01% | 2478 |
|
|
2013
Q4 | $1.32M | Buy |
63,704
+4,232
| +7% | +$87.5K | ﹤0.01% | 2547 |
|
|
2013
Q3 | $1.12M | Buy |
59,472
+2,833
| +5% | +$53.4K | ﹤0.01% | 2533 |
|
|
2013
Q2 | $1.08M | Buy |
+56,639
| New | +$1.08M | ﹤0.01% | 2416 |
|