Creative Planning’s Codorus Valley Bancorp Inc CVLY Stock Holding History

Creative Planning’s Portfolio CVLY Stock Details CVLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-49,497	Closed	-$685K	–	2300
2020 Q2	$685K	Hold	49,497	–	–	﹤0.01%	895
2020 Q1	$797K	Sell	49,497 -4,442	-8%	-$90.5K	﹤0.01%	736
2019 Q4	$1.24M	Sell	53,939 -526	-1%	-$11.5K	﹤0.01%	693
2019 Q3	$1.21M	Hold	54,465	–	–	﹤0.01%	677
2019 Q2	$1.19M	Hold	54,465	–	–	﹤0.01%	692
2019 Q1	$1.11M	Sell	54,465 -3,223	-6%	-$68.8K	﹤0.01%	690
2018 Q4	$1.17M	Sell	57,688 -3,937	-6%	-$95.4K	﹤0.01%	613
2018 Q3	$1.75M	Buy	+61,625	New	+$1.74M	0.01%	523

Other funds holding CVLY

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Endicott Management New York $81.7M AUM 36.01% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Creative Planning's CVLY Position: Q3 2020 in Review

Creative Planning sold out of Codorus Valley Bancorp Inc (CVLY) in Q3 2020, closing a stake of 49,497 shares — an estimated $685K sold.

Creative Planning first reported a position in CVLY in Q3 2018 and held it in 8 quarters. The position peaked at $1.75M in Q3 2018. 50 funds tracked by Wall St. Rank hold CVLY as of Q3 2020.

Creative Planning reported no remaining Codorus Valley Bancorp Inc position as of Q3 2020 after selling out during the quarter.
Creative Planning sold 49,497 Codorus Valley Bancorp Inc shares in Q3 2020, an estimated $685K.
Creative Planning first reported a position in Codorus Valley Bancorp Inc in Q3 2018 and held it in 8 quarters.
Creative Planning's Codorus Valley Bancorp Inc position peaked at $1.75M in Q3 2018.
50 funds tracked by Wall St. Rank held Codorus Valley Bancorp Inc as of Q3 2020.

Based on Creative Planning's 13F filing for Q3 2020, filed 5 Nov 2020.