Berman Capital Advisors’s Community Bank CBU Stock Holding History

Berman Capital Advisors’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
2021 Q3	$3K	Buy	+49	New	+$3.52K	﹤0.01%	1564
2020 Q4	–	Sell	-35	Closed	-$2.15K	–	1684
2020 Q3	$1K	Hold	35	–	–	﹤0.01%	1424
2020 Q2	$1K	Hold	35	–	–	﹤0.01%	1385
2020 Q1	$2K	Hold	35	–	–	﹤0.01%	1106
2019 Q4	$2K	Hold	35	–	–	﹤0.01%	1177
2019 Q3	$2K	Hold	35	–	–	﹤0.01%	1156
2019 Q2	$2K	Hold	35	–	–	﹤0.01%	1165
2019 Q1	$2K	Hold	35	–	–	﹤0.01%	1066
2018 Q4	$2K	Buy	+35	New	+$2.11K	﹤0.01%	849

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's CBU Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Community Bank (CBU) in Q3 2021: 49 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #1564 among its holdings. This is a return to the name: Berman Capital Advisors previously reported a position in CBU as recently as Q3 2020.

Berman Capital Advisors first reported a position in CBU in Q4 2018 and has held it in 9 quarters since. 237 funds tracked by Wall St. Rank hold CBU as of Q3 2021.

Berman Capital Advisors held 49 shares of Community Bank worth $3K as of Q3 2021.
Community Bank was a new Berman Capital Advisors position in Q3 2021.
Community Bank made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1564 holding.
Berman Capital Advisors first reported a position in Community Bank in Q4 2018 and has held it in 9 quarters since.
237 funds tracked by Wall St. Rank held Community Bank as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.