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Aperio Group’s Community Bank CBU Stock Holding History

Aperio Group’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
2020
Q4 		$889K Sell
14,265
-455
-3% -$27.9K ﹤0.01% 1661
2020
Q3 		$802K Sell
14,720
-2,037
-12% -$117K ﹤0.01% 1557
2020
Q2 		$955K Sell
16,757
-2,643
-14% -$155K ﹤0.01% 1434
2020
Q1 		$1.14M Sell
19,400
-2,126
-10% -$138K 0.01% 1252
2019
Q4 		$1.53M Sell
21,526
-1,110
-5% -$74.4K 0.01% 1220
2019
Q3 		$1.4M Sell
22,636
-835
-4% -$52.7K 0.01% 1223
2019
Q2 		$1.54M Buy
23,471
+875
+4% +$56.1K 0.01% 1190
2019
Q1 		$1.35M Sell
22,596
-1,285
-5% -$79.3K 0.01% 1211
2018
Q4 		$1.39M Buy
23,881
+1,902
+9% +$115K 0.01% 1138
2018
Q3 		$1.34M Buy
21,979
+1,213
+6% +$77.3K 0.01% 1246
2018
Q2 		$1.23M Buy
20,766
+3,773
+22% +$220K 0.01% 1257
2018
Q1 		$910K Buy
16,993
+2,823
+20% +$154K ﹤0.01% 1380
2017
Q4 		$762K Buy
14,170
+158
+1% +$8.59K ﹤0.01% 1479
2017
Q3 		$774K Buy
14,012
+1,957
+16% +$105K ﹤0.01% 1422
2017
Q2 		$672K Buy
12,055
+2,887
+31% +$160K ﹤0.01% 1467
2017
Q1 		$504K Buy
9,168
+555
+6% +$32.4K ﹤0.01% 1539
2016
Q4 		$532K Buy
8,613
+2,796
+48% +$149K ﹤0.01% 1469
2016
Q3 		$280K Buy
5,817
+285
+5% +$12.9K ﹤0.01% 1747
2016
Q2 		$227K Sell
5,532
-242
-4% -$9.61K ﹤0.01% 1798
2016
Q1 		$221K Buy
+5,774
New +$215K ﹤0.01% 1824

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's CBU Position: Q4 2020 in Review

Aperio Group reduced its Community Bank (CBU) stake by 3.1% in Q4 2020, selling an estimated $27.9K and leaving 14,265 shares worth $889K. The position accounts for ﹤0.01% of the portfolio, ranked #1661.

Aperio Group first reported a position in CBU in Q1 2016 and has held it in 20 quarters since. The position peaked at $1.54M in Q2 2019. 226 funds tracked by Wall St. Rank hold CBU as of Q4 2020.

  • Aperio Group held 14,265 shares of Community Bank worth $889K as of Q4 2020.
  • Aperio Group sold 455 Community Bank shares in Q4 2020, an estimated $27.9K.
  • Community Bank made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1661 holding.
  • Aperio Group first reported a position in Community Bank in Q1 2016 and has held it in 20 quarters since.
  • Aperio Group's Community Bank position peaked at $1.54M in Q2 2019.
  • 226 funds tracked by Wall St. Rank held Community Bank as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.