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Contravisory Investment Management’s Community Bank CBU Stock Holding History

Contravisory Investment Management’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
2020
Q2 		– Sell
-2,568
Closed -$151K – 265
2020
Q1 		$151K Sell
2,568
-24
-0.9% -$1.56K 0.07% 146
2019
Q4 		$184K Hold
2,592
– – 0.07% 146
2019
Q3 		$160K Hold
2,592
– – 0.06% 149
2019
Q2 		$171K Hold
2,592
– – 0.07% 144
2019
Q1 		$155K Buy
+2,592
New +$160K 0.06% 151

Other funds holding CBU

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Contravisory Investment Management's CBU Position: Q2 2020 in Review

Contravisory Investment Management sold out of Community Bank (CBU) in Q2 2020, closing a stake of 2,568 shares — an estimated $151K sold.

Contravisory Investment Management first reported a position in CBU in Q1 2019 and held it in 5 quarters. The position peaked at $184K in Q4 2019. 221 funds tracked by Wall St. Rank hold CBU as of Q2 2020.

  • Contravisory Investment Management reported no remaining Community Bank position as of Q2 2020 after selling out during the quarter.
  • Contravisory Investment Management sold 2,568 Community Bank shares in Q2 2020, an estimated $151K.
  • Contravisory Investment Management first reported a position in Community Bank in Q1 2019 and held it in 5 quarters.
  • Contravisory Investment Management's Community Bank position peaked at $184K in Q4 2019.
  • 221 funds tracked by Wall St. Rank held Community Bank as of Q2 2020.

Based on Contravisory Investment Management's 13F filing for Q2 2020, filed 9 Jul 2020.