BTW
CVBF icon

Boston Trust Walden’s CVB Financial CVBF Stock Holding History

Boston Trust Walden’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
Q3 		– Sell
-704,559
Closed -$13.2M – 364
2020
Q2 		$13.2M Buy
704,559
+59,156
+9% +$1.13M 0.18% 173
2020
Q1 		$12.9M Buy
645,403
+26,595
+4% +$535K 0.21% 149
2019
Q4 		$13.4M Buy
618,808
+194,626
+46% +$4.12M 0.16% 187
2019
Q3 		$8.85M Buy
424,182
+6,698
+2% +$140K 0.11% 205
2019
Q2 		$8.78M Sell
417,484
-261,702
-39% -$5.58M 0.11% 201
2019
Q1 		$14.3M Buy
679,186
+6,747
+1% +$148K 0.19% 151
2018
Q4 		$13.6M Sell
672,439
-10,292
-2% -$223K 0.22% 130
2018
Q3 		$15.2M Sell
682,731
-17,077
-2% -$403K 0.21% 133
2018
Q2 		$15.7M Buy
699,808
+5,557
+0.8% +$128K 0.23% 131
2018
Q1 		$15.7M Sell
694,251
-32,828
-5% -$772K 0.24% 125
2017
Q4 		$17.1M Sell
727,079
-20,322
-3% -$483K 0.25% 122
2017
Q3 		$18.1M Sell
747,401
-3,576
-0.5% -$77.1K 0.28% 110
2017
Q2 		$16.8M Sell
750,977
-154,215
-17% -$3.3M 0.27% 120
2017
Q1 		$20M Sell
905,192
-71,949
-7% -$1.64M 0.31% 121
2016
Q4 		$22.4M Sell
977,141
-16,747
-2% -$331K 0.35% 116
2016
Q3 		$17.5M Sell
993,888
-2,591
-0.3% -$44.1K 0.29% 133
2016
Q2 		$16.3M Buy
996,479
+516,739
+108% +$8.76M 0.28% 135
2016
Q1 		$8.37M Buy
+479,740
New +$7.56M 0.15% 191

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Boston Trust Walden's CVBF Position: Q3 2020 in Review

Boston Trust Walden sold out of CVB Financial (CVBF) in Q3 2020, closing a stake of 704,559 shares — an estimated $13.2M sold.

Boston Trust Walden first reported a position in CVBF in Q1 2016 and held it in 18 quarters. The position peaked at $22.4M in Q4 2016. 178 funds tracked by Wall St. Rank hold CVBF as of Q3 2020.

  • Boston Trust Walden reported no remaining CVB Financial position as of Q3 2020 after selling out during the quarter.
  • Boston Trust Walden sold 704,559 CVB Financial shares in Q3 2020, an estimated $13.2M.
  • Boston Trust Walden first reported a position in CVB Financial in Q1 2016 and held it in 18 quarters.
  • Boston Trust Walden's CVB Financial position peaked at $22.4M in Q4 2016.
  • 178 funds tracked by Wall St. Rank held CVB Financial as of Q3 2020.

Based on Boston Trust Walden's 13F filing for Q3 2020, filed 14 Oct 2020.