NBT Bank’s Univest Financial UVSP Stock Holding History

NBT Bank’s Portfolio UVSP Stock Details UVSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-11,812	Closed	-$324K	–	251
2021 Q3	$324K	Hold	11,812	–	–	0.05%	197
2021 Q2	$311K	Hold	11,812	–	–	0.04%	203
2021 Q1	$338K	Hold	11,812	–	–	0.05%	188
2020 Q4	$243K	Hold	11,812	–	–	0.04%	209
2020 Q3	$170K	Hold	11,812	–	–	0.03%	213
2020 Q2	$191K	Hold	11,812	–	–	0.03%	209
2020 Q1	$193K	Hold	11,812	–	–	0.04%	198
2019 Q4	$316K	Hold	11,812	–	–	0.05%	184
2019 Q3	$301K	Hold	11,812	–	–	0.05%	171
2019 Q2	$310K	Hold	11,812	–	–	0.06%	165
2019 Q1	$289K	Hold	11,812	–	–	0.05%	160
2018 Q4	$255K	Hold	11,812	–	–	0.04%	168
2018 Q3	$312K	Hold	11,812	–	–	0.05%	159
2018 Q2	$325K	Hold	11,812	–	–	0.06%	156
2018 Q1	$327K	Hold	11,812	–	–	0.05%	163
2017 Q4	$331K	Hold	11,812	–	–	0.05%	165
2017 Q3	$378K	Hold	11,812	–	–	0.06%	160
2017 Q2	$354K	Hold	11,812	–	–	0.06%	165
2017 Q1	$306K	Hold	11,812	–	–	0.05%	169
2016 Q4	$365K	Buy	+11,812	New	+$315K	0.06%	159

Other funds holding UVSP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

Univest Financial Souderton, Pennsylvania $1.78B AUM 22.52% 1-Year Est. Return

NBT Bank's UVSP Position: Q4 2021 in Review

NBT Bank sold out of Univest Financial (UVSP) in Q4 2021, closing a stake of 11,812 shares — an estimated $324K sold.

NBT Bank first reported a position in UVSP in Q4 2016 and held it in 20 quarters. The position peaked at $378K in Q3 2017. 142 funds tracked by Wall St. Rank hold UVSP as of Q4 2021.

NBT Bank reported no remaining Univest Financial position as of Q4 2021 after selling out during the quarter.
NBT Bank sold 11,812 Univest Financial shares in Q4 2021, an estimated $324K.
NBT Bank first reported a position in Univest Financial in Q4 2016 and held it in 20 quarters.
NBT Bank's Univest Financial position peaked at $378K in Q3 2017.
142 funds tracked by Wall St. Rank held Univest Financial as of Q4 2021.

Based on NBT Bank's 13F filing for Q4 2021, filed 27 Jan 2022.