Engineers Gate Manager’s Community Bank CBU Stock Holding History

Engineers Gate Manager’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
2024 Q4	–	Sell	-6,127	Closed	-$356K	–	2254
2024 Q3	$356K	Buy	+6,127	New	+$351K	0.01%	1548
2024 Q1	–	Sell	-7,258	Closed	-$378K	–	1947
2023 Q4	$378K	Buy	7,258 +308	+4%	+$13.8K	0.01%	1324
2023 Q3	$293K	Buy	+6,950	New	+$329K	0.01%	1332
2022 Q4	–	Sell	-4,337	Closed	-$261K	–	1700
2022 Q3	$261K	Buy	+4,337	New	+$286K	0.02%	1181
2021 Q4	–	Sell	-11,958	Closed	-$818K	–	2034
2021 Q3	$818K	Buy	+11,958	New	+$858K	0.05%	595
2015 Q3	–	Sell	-9,571	Closed	-$361K	–	681
2015 Q2	$361K	Buy	9,571 +71	+0.7%	+$2.55K	0.04%	741
2015 Q1	$336K	Buy	+9,500	New	+$336K	0.04%	679

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Engineers Gate Manager's CBU Position: Q4 2024 in Review

Engineers Gate Manager sold out of Community Bank (CBU) in Q4 2024, closing a stake of 6,127 shares — an estimated $356K sold.

Engineers Gate Manager first reported a position in CBU in Q1 2015 and held it in 7 quarters. The position peaked at $818K in Q3 2021. 254 funds tracked by Wall St. Rank hold CBU as of Q4 2024.

Engineers Gate Manager reported no remaining Community Bank position as of Q4 2024 after selling out during the quarter.
Engineers Gate Manager sold 6,127 Community Bank shares in Q4 2024, an estimated $356K.
Engineers Gate Manager first reported a position in Community Bank in Q1 2015 and held it in 7 quarters.
Engineers Gate Manager's Community Bank position peaked at $818K in Q3 2021.
254 funds tracked by Wall St. Rank held Community Bank as of Q4 2024.

Based on Engineers Gate Manager's 13F filing for Q4 2024, filed 14 Feb 2025.