Column Capital Advisors’s Community Bank CBU Stock Holding History

Column 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
2023 Q3	$464	Sell	11 -1	-8%	-$47	﹤0.01%	765
2023 Q2	$563	Sell	12 -14	-54%	-$686	﹤0.01%	774
2023 Q1	$1.36K	Hold	26	–	–	﹤0.01%	746
2022 Q4	$1.64K	Hold	26	–	–	﹤0.01%	717
2022 Q3	$2K	Hold	26	–	–	﹤0.01%	618
2022 Q2	$2K	Hold	26	–	–	﹤0.01%	626
2022 Q1	$2K	Hold	26	–	–	﹤0.01%	641
2021 Q4	$2K	Hold	26	–	–	﹤0.01%	645
2021 Q3	$2K	Hold	26	–	–	﹤0.01%	614
2021 Q2	$2K	Hold	26	–	–	﹤0.01%	615
2021 Q1	$2K	Hold	26	–	–	﹤0.01%	601
2020 Q4	$2K	Hold	26	–	–	﹤0.01%	591
2020 Q3	$1K	Hold	26	–	–	﹤0.01%	621
2020 Q2	$1K	Hold	26	–	–	﹤0.01%	715
2020 Q1	$2K	Hold	26	–	–	﹤0.01%	561
2019 Q4	$1K	Buy	+26	New	+$1.74K	﹤0.01%	637

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

Column Capital Advisors's CBU Position: Q3 2023 in Review

Column Capital Advisors reduced its Community Bank (CBU) stake by 8.3% in Q3 2023, selling an estimated $47 and leaving 11 shares worth $464. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Column Capital Advisors first reported a position in CBU in Q4 2019 and has held it in 16 quarters since. The position peaked at $2K in Q3 2022. 235 funds tracked by Wall St. Rank hold CBU as of Q3 2023.

Column Capital Advisors held 11 shares of Community Bank worth $464 as of Q3 2023.
Column Capital Advisors sold 1 Community Bank share in Q3 2023, an estimated $47.
Community Bank made up ﹤0.01% of Column Capital Advisors's portfolio in Q3 2023, its #765 holding.
Column Capital Advisors first reported a position in Community Bank in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Community Bank position peaked at $2K in Q3 2022.
235 funds tracked by Wall St. Rank held Community Bank as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.