FORA Capital’s Community Bank CBU Stock Holding History

FORA Capital’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
2021 Q1	–	Sell	-757	Closed	-$47K	–	806
2020 Q4	$47K	Buy	+757	New	+$46.4K	0.01%	780
2020 Q1	–	Sell	-1,039	Closed	-$74K	–	1064
2019 Q4	$74K	Buy	+1,039	New	+$69.6K	0.01%	811

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FORA Capital's CBU Position: Q1 2021 in Review

FORA Capital sold out of Community Bank (CBU) in Q1 2021, closing a stake of 757 shares — an estimated $47K sold.

FORA Capital first reported a position in CBU in Q4 2019 and held it in 2 quarters. The position peaked at $74K in Q4 2019. 211 funds tracked by Wall St. Rank hold CBU as of Q1 2021.

FORA Capital reported no remaining Community Bank position as of Q1 2021 after selling out during the quarter.
FORA Capital sold 757 Community Bank shares in Q1 2021, an estimated $47K.
FORA Capital first reported a position in Community Bank in Q4 2019 and held it in 2 quarters.
FORA Capital's Community Bank position peaked at $74K in Q4 2019.
211 funds tracked by Wall St. Rank held Community Bank as of Q1 2021.

Based on FORA Capital's 13F filing for Q1 2021, filed 17 May 2021.