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Acrisure Capital Management’s Community Bank CBU Stock Holding History

Acrisure Capital Management’s Portfolio CBU Stock Details CBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-9,049
Closed -$570K – 274
2022
Q4 		$570K Buy
+9,049
New +$566K 0.63% 35

Other funds holding CBU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Acrisure Capital Management's CBU Position: Q1 2023 in Review

Acrisure Capital Management sold out of Community Bank (CBU) in Q1 2023, closing a stake of 9,049 shares — an estimated $570K sold.

Acrisure Capital Management first reported a position in CBU in Q4 2022 and held it in 1 quarter. The position peaked at $570K in Q4 2022. 244 funds tracked by Wall St. Rank hold CBU as of Q1 2023.

  • Acrisure Capital Management reported no remaining Community Bank position as of Q1 2023 after selling out during the quarter.
  • Acrisure Capital Management sold 9,049 Community Bank shares in Q1 2023, an estimated $570K.
  • Acrisure Capital Management first reported a position in Community Bank in Q4 2022 and held it in 1 quarter.
  • Acrisure Capital Management's Community Bank position peaked at $570K in Q4 2022.
  • 244 funds tracked by Wall St. Rank held Community Bank as of Q1 2023.

Based on Acrisure Capital Management's 13F filing for Q1 2023, filed 15 May 2023.