ClearBridge Investments
CVBF icon

ClearBridge Investments’s CVB Financial CVBF Stock Holding History

ClearBridge Investments’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
2021
Q1 		– Sell
-582,107
Closed -$11.4M – 807
2020
Q4 		$11.4M Sell
582,107
-40,783
-7% -$772K 0.01% 544
2020
Q3 		$10.4M Buy
622,890
+14,203
+2% +$254K 0.01% 524
2020
Q2 		$11.4M Buy
608,687
+260,498
+75% +$4.97M 0.01% 497
2020
Q1 		$6.98M Buy
+348,189
New +$7M 0.01% 517

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
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

ClearBridge Investments's CVBF Position: Q1 2021 in Review

ClearBridge Investments sold out of CVB Financial (CVBF) in Q1 2021, closing a stake of 582,107 shares — an estimated $11.4M sold.

ClearBridge Investments first reported a position in CVBF in Q1 2020 and held it in 4 quarters. The position peaked at $11.4M in Q2 2020. 181 funds tracked by Wall St. Rank hold CVBF as of Q1 2021.

  • ClearBridge Investments reported no remaining CVB Financial position as of Q1 2021 after selling out during the quarter.
  • ClearBridge Investments sold 582,107 CVB Financial shares in Q1 2021, an estimated $11.4M.
  • ClearBridge Investments first reported a position in CVB Financial in Q1 2020 and held it in 4 quarters.
  • ClearBridge Investments's CVB Financial position peaked at $11.4M in Q2 2020.
  • 181 funds tracked by Wall St. Rank held CVB Financial as of Q1 2021.

Based on ClearBridge Investments's 13F filing for Q1 2021, filed 13 May 2021.