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 |
|