Clean Yield Group’s Community Bank CBU Stock Holding History

Clean Yield 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
2023 Q3	–	Sell	-246	Closed	-$11.5K	–	384
2023 Q2	$11.5K	Hold	246	–	–	﹤0.01%	325
2023 Q1	$12.9K	Hold	246	–	–	0.01%	315
2022 Q4	$15.5K	Hold	246	–	–	0.01%	309
2022 Q3	$15K	Hold	246	–	–	0.01%	302
2022 Q2	$16K	Hold	246	–	–	0.01%	306
2022 Q1	$17K	Hold	246	–	–	0.01%	321
2021 Q4	$18K	Hold	246	–	–	0.01%	332
2021 Q3	$17K	Hold	246	–	–	0.01%	329
2021 Q2	$19K	Buy	+246	New	+$19.4K	0.01%	323
2021 Q1	–	Sell	-415	Closed	-$26K	–	191
2020 Q4	$26K	Buy	415 +246	+146%	+$15.1K	0.01%	290
2020 Q3	$9K	Sell	169 -100	-37%	-$5.76K	﹤0.01%	310
2020 Q2	$15K	Sell	269 -1,702	-86%	-$100K	0.01%	281
2020 Q1	$116K	Hold	1,971	–	–	0.06%	144
2019 Q4	$140K	Hold	1,971	–	–	0.04%	166
2019 Q3	$122K	Hold	1,971	–	–	0.04%	165
2019 Q2	$130K	Sell	1,971 -817	-29%	-$52.3K	0.05%	156
2019 Q1	$167K	Sell	2,788 -793	-22%	-$48.9K	0.07%	134
2018 Q4	$209K	Hold	3,581	–	–	0.09%	127
2018 Q3	$219K	Hold	3,581	–	–	0.09%	131
2018 Q2	$212K	Buy	+3,581	New	+$209K	0.09%	128
2018 Q1	–	Sell	-5,178	Closed	-$278K	–	133
2017 Q4	$278K	Hold	5,178	–	–	0.11%	117
2017 Q3	$286K	Sell	5,178 -7,335	-59%	-$392K	0.12%	116
2017 Q2	$687K	Buy	+12,513	New	+$692K	0.29%	80

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

Clean Yield Group's CBU Position: Q3 2023 in Review

Clean Yield Group sold out of Community Bank (CBU) in Q3 2023, closing a stake of 246 shares — an estimated $11.5K sold.

Clean Yield Group first reported a position in CBU in Q2 2017 and held it in 23 quarters. The position peaked at $687K in Q2 2017. 235 funds tracked by Wall St. Rank hold CBU as of Q3 2023.

Clean Yield Group reported no remaining Community Bank position as of Q3 2023 after selling out during the quarter.
Clean Yield Group sold 246 Community Bank shares in Q3 2023, an estimated $11.5K.
Clean Yield Group first reported a position in Community Bank in Q2 2017 and held it in 23 quarters.
Clean Yield Group's Community Bank position peaked at $687K in Q2 2017.
235 funds tracked by Wall St. Rank held Community Bank as of Q3 2023.

Based on Clean Yield Group's 13F filing for Q3 2023, filed 12 Oct 2023.