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Aigen Investment Management’s Community Bank CBU Stock Holding History

Aigen Investment 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
2024
Q3 		– Sell
-6,058
Closed -$286K – 762
2024
Q2 		$286K Sell
6,058
-369
-6% -$16.7K 0.06% 493
2024
Q1 		$309K Sell
6,427
-7,401
-54% -$346K 0.07% 419
2023
Q4 		$721K Sell
13,828
-5,360
-28% -$241K 0.13% 234
2023
Q3 		$810K Buy
+19,188
New +$910K 0.15% 212
2023
Q1 		– Sell
-6,457
Closed -$406K – 637
2022
Q4 		$406K Buy
+6,457
New +$404K 0.06% 304
2021
Q1 		– Sell
-3,367
Closed -$210K – 644
2020
Q4 		$210K Buy
+3,367
New +$207K 0.03% 666
2020
Q1 		– Sell
-235
Closed -$17K – 1286
2019
Q4 		$17K Buy
+235
New +$15.7K ﹤0.01% 925

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aigen Investment Management's CBU Position: Q3 2024 in Review

Aigen Investment Management sold out of Community Bank (CBU) in Q3 2024, closing a stake of 6,058 shares — an estimated $286K sold.

Aigen Investment Management first reported a position in CBU in Q4 2019 and held it in 7 quarters. The position peaked at $810K in Q3 2023. 255 funds tracked by Wall St. Rank hold CBU as of Q3 2024.

  • Aigen Investment Management reported no remaining Community Bank position as of Q3 2024 after selling out during the quarter.
  • Aigen Investment Management sold 6,058 Community Bank shares in Q3 2024, an estimated $286K.
  • Aigen Investment Management first reported a position in Community Bank in Q4 2019 and held it in 7 quarters.
  • Aigen Investment Management's Community Bank position peaked at $810K in Q3 2023.
  • 255 funds tracked by Wall St. Rank held Community Bank as of Q3 2024.

Based on Aigen Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.