Neuberger Berman Group’s Univest Financial UVSP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.23M Sell
207,439
-3,891
-2% -$117K ﹤0.01% 906
2025
Q1
$5.99M Sell
211,330
-441
-0.2% -$12.5K 0.01% 902
2024
Q4
$6.25M Sell
211,771
-742
-0.3% -$21.9K 0.01% 905
2024
Q3
$5.98M Sell
212,513
-25,631
-11% -$721K ﹤0.01% 905
2024
Q2
$5.44M Buy
238,144
+6,005
+3% +$137K ﹤0.01% 895
2024
Q1
$4.83M Sell
232,139
-959
-0.4% -$20K ﹤0.01% 933
2023
Q4
$5.14M Sell
233,098
-30,956
-12% -$682K ﹤0.01% 907
2023
Q3
$4.59M Sell
264,054
-5,138
-2% -$89.3K ﹤0.01% 903
2023
Q2
$4.87M Buy
269,192
+6,604
+3% +$119K ﹤0.01% 892
2023
Q1
$6.23M Buy
262,588
+7,505
+3% +$178K 0.01% 834
2022
Q4
$6.67M Buy
255,083
+8,308
+3% +$217K 0.01% 819
2022
Q3
$5.8M Sell
246,775
-327
-0.1% -$7.68K 0.01% 851
2022
Q2
$6.29M Buy
247,102
+4,809
+2% +$122K 0.01% 833
2022
Q1
$6.48M Sell
242,293
-13,603
-5% -$364K 0.01% 902
2021
Q4
$7.66M Buy
255,896
+20,210
+9% +$605K 0.01% 883
2021
Q3
$6.46M Sell
235,686
-497
-0.2% -$13.6K 0.01% 894
2021
Q2
$6.23M Buy
236,183
+911
+0.4% +$24K 0.01% 911
2021
Q1
$6.73M Sell
235,272
-17,850
-7% -$510K 0.01% 896
2020
Q4
$5.21M Sell
253,122
-33,007
-12% -$679K 0.01% 899
2020
Q3
$4.11M Buy
286,129
+11,944
+4% +$172K ﹤0.01% 894
2020
Q2
$4.43M Sell
274,185
-989
-0.4% -$16K 0.01% 849
2020
Q1
$4.49M Sell
275,174
-17,815
-6% -$291K 0.01% 805
2019
Q4
$7.85M Buy
292,989
+13,160
+5% +$352K 0.01% 789
2019
Q3
$7.14M Sell
279,829
-2,990
-1% -$76.3K 0.01% 781
2019
Q2
$7.43M Buy
282,819
+15,463
+6% +$406K 0.01% 808
2019
Q1
$6.54M Sell
267,356
-11,075
-4% -$271K 0.01% 805
2018
Q4
$6.01M Buy
278,431
+24,055
+9% +$519K 0.01% 817
2018
Q3
$6.73M Buy
254,376
+12,150
+5% +$321K 0.01% 861
2018
Q2
$6.66M Sell
242,226
-4,704
-2% -$129K 0.01% 870
2018
Q1
$6.84M Sell
246,930
-4,815
-2% -$133K 0.01% 841
2017
Q4
$7.06M Buy
251,745
+14,272
+6% +$400K 0.01% 827
2017
Q3
$7.6M Sell
237,473
-2,894
-1% -$92.6K 0.01% 787
2017
Q2
$7.2M Sell
240,367
-3,236
-1% -$96.9K 0.01% 796
2017
Q1
$6.31M Buy
243,603
+7,226
+3% +$187K 0.01% 818
2016
Q4
$7.3M Buy
236,377
+6,149
+3% +$190K 0.01% 798
2016
Q3
$5.38M Buy
230,228
+9,780
+4% +$228K 0.01% 836
2016
Q2
$4.63M Buy
220,448
+4,628
+2% +$97.3K 0.01% 860
2016
Q1
$4.21M Sell
215,820
-9,720
-4% -$190K 0.01% 877
2015
Q4
$4.71M Buy
225,540
+21,400
+10% +$446K 0.01% 899
2015
Q3
$3.92M Buy
204,140
+15,552
+8% +$299K 0.01% 920
2015
Q2
$3.84M Buy
188,588
+5,245
+3% +$107K ﹤0.01% 963
2015
Q1
$3.63M Buy
183,343
+3,271
+2% +$64.7K ﹤0.01% 981
2014
Q4
$3.64M Buy
180,072
+2,391
+1% +$48.4K ﹤0.01% 985
2014
Q3
$3.33M Buy
177,681
+7,271
+4% +$136K ﹤0.01% 1024
2014
Q2
$3.53M Buy
170,410
+14,531
+9% +$301K ﹤0.01% 1020
2014
Q1
$3.2M Buy
155,879
+8,781
+6% +$180K ﹤0.01% 998
2013
Q4
$3.04M Buy
147,098
+3,886
+3% +$80.4K ﹤0.01% 979
2013
Q3
$2.7M Buy
143,212
+15,632
+12% +$295K ﹤0.01% 986
2013
Q2
$2.43M Buy
+127,580
New +$2.43M ﹤0.01% 999