AG
CVBF icon

Aperio Group’s CVB Financial CVBF Stock Holding History

Aperio Group’s Portfolio CVBF Stock Details CVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$790K Sell
40,533
-1,028
-2% -$19.5K ﹤0.01% 1724
2020
Q3 		$691K Buy
41,561
+2,593
+7% +$46.3K ﹤0.01% 1634
2020
Q2 		$730K Sell
38,968
-1,642
-4% -$31.3K ﹤0.01% 1566
2020
Q1 		$814K Buy
40,610
+6,202
+18% +$125K ﹤0.01% 1391
2019
Q4 		$743K Buy
34,408
+2,257
+7% +$47.8K ﹤0.01% 1606
2019
Q3 		$671K Sell
32,151
-503
-2% -$10.5K ﹤0.01% 1598
2019
Q2 		$687K Sell
32,654
-2,719
-8% -$57.9K ﹤0.01% 1605
2019
Q1 		$745K Sell
35,373
-8,515
-19% -$187K ﹤0.01% 1519
2018
Q4 		$888K Sell
43,888
-226
-0.5% -$4.9K ﹤0.01% 1375
2018
Q3 		$984K Buy
44,114
+2,271
+5% +$53.6K ﹤0.01% 1418
2018
Q2 		$938K Buy
41,843
+12,058
+40% +$277K ﹤0.01% 1431
2018
Q1 		$675K Buy
29,785
+76
+0.3% +$1.79K ﹤0.01% 1546
2017
Q4 		$700K Buy
29,709
+1,538
+5% +$36.5K ﹤0.01% 1526
2017
Q3 		$681K Sell
28,171
-682
-2% -$14.7K ﹤0.01% 1503
2017
Q2 		$647K Buy
28,853
+328
+1% +$7.02K ﹤0.01% 1496
2017
Q1 		$630K Sell
28,525
-22
-0.1% -$503 ﹤0.01% 1421
2016
Q4 		$654K Buy
28,547
+1,154
+4% +$22.8K 0.01% 1355
2016
Q3 		$482K Buy
27,393
+2,173
+9% +$37K ﹤0.01% 1471
2016
Q2 		$414K Sell
25,220
-3,615
-13% -$61.3K ﹤0.01% 1492
2016
Q1 		$503K Buy
28,835
+8,150
+39% +$129K ﹤0.01% 1368
2015
Q4 		$350K Buy
20,685
+2,632
+15% +$46.1K ﹤0.01% 1525
2015
Q3 		$301K Buy
18,053
+421
+2% +$7.2K ﹤0.01% 1561
2015
Q2 		$311K Buy
17,632
+898
+5% +$14.8K ﹤0.01% 1609
2015
Q1 		$267K Sell
16,734
-191
-1% -$2.96K ﹤0.01% 1651
2014
Q4 		$271K Buy
+16,925
New +$258K ﹤0.01% 1572

Other funds holding CVBF

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Aperio Group's CVBF Position: Q4 2020 in Review

Aperio Group reduced its CVB Financial (CVBF) stake by 2.5% in Q4 2020, selling an estimated $19.5K and leaving 40,533 shares worth $790K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Aperio Group first reported a position in CVBF in Q4 2014 and has held it in 25 quarters since. The position peaked at $984K in Q3 2018. 187 funds tracked by Wall St. Rank hold CVBF as of Q4 2020.

  • Aperio Group held 40,533 shares of CVB Financial worth $790K as of Q4 2020.
  • Aperio Group sold 1,028 CVB Financial shares in Q4 2020, an estimated $19.5K.
  • CVB Financial made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1724 holding.
  • Aperio Group first reported a position in CVB Financial in Q4 2014 and has held it in 25 quarters since.
  • Aperio Group's CVB Financial position peaked at $984K in Q3 2018.
  • 187 funds tracked by Wall St. Rank held CVB Financial as of Q4 2020.

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