Alberta Investment Management Corp (AIMCo)’s Community Bank CBU Stock Holding History

Alberta Investment Management Corp (AIMCo)’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 Q3	–	Sell	-4,343	Closed	-$204K	–	1069
2023 Q2	$204K	Buy	+4,343	New	+$213K	﹤0.01%	1140
2023 Q1	–	Sell	-10,872	Closed	-$684K	–	1259
2022 Q4	$684K	Sell	10,872 -2,184	-17%	-$137K	0.01%	877
2022 Q3	$784K	Hold	13,056	–	–	0.01%	978
2022 Q2	$826K	Hold	13,056	–	–	0.01%	948
2022 Q1	$916K	Buy	+13,056	New	+$950K	0.01%	1004

Other funds holding CBU

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

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s CBU Position: Q3 2023 in Review

Alberta Investment Management Corp (AIMCo) sold out of Community Bank (CBU) in Q3 2023, closing a stake of 4,343 shares — an estimated $204K sold.

Alberta Investment Management Corp (AIMCo) first reported a position in CBU in Q1 2022 and held it in 5 quarters. The position peaked at $916K in Q1 2022. 235 funds tracked by Wall St. Rank hold CBU as of Q3 2023.

Alberta Investment Management Corp (AIMCo) reported no remaining Community Bank position as of Q3 2023 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 4,343 Community Bank shares in Q3 2023, an estimated $204K.
Alberta Investment Management Corp (AIMCo) first reported a position in Community Bank in Q1 2022 and held it in 5 quarters.
Alberta Investment Management Corp (AIMCo)'s Community Bank position peaked at $916K in Q1 2022.
235 funds tracked by Wall St. Rank held Community Bank as of Q3 2023.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q3 2023, filed 14 Nov 2023.