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Fox Run Management’s Community Bank CBU Stock Holding History

Fox Run 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
2024
Q4 		– Sell
-8,176
Closed -$475K – 899
2024
Q3 		$475K Sell
8,176
-8,186
-50% -$469K 0.11% 375
2024
Q2 		$772K Buy
+16,362
New +$740K 0.15% 268
2024
Q1 		– Sell
-5,683
Closed -$296K – 782
2023
Q4 		$296K Sell
5,683
-4,015
-41% -$180K 0.08% 498
2023
Q3 		$409K Buy
+9,698
New +$460K 0.12% 334

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fox Run Management's CBU Position: Q4 2024 in Review

Fox Run Management sold out of Community Bank (CBU) in Q4 2024, closing a stake of 8,176 shares — an estimated $475K sold.

Fox Run Management first reported a position in CBU in Q3 2023 and held it in 4 quarters. The position peaked at $772K in Q2 2024. 254 funds tracked by Wall St. Rank hold CBU as of Q4 2024.

  • Fox Run Management reported no remaining Community Bank position as of Q4 2024 after selling out during the quarter.
  • Fox Run Management sold 8,176 Community Bank shares in Q4 2024, an estimated $475K.
  • Fox Run Management first reported a position in Community Bank in Q3 2023 and held it in 4 quarters.
  • Fox Run Management's Community Bank position peaked at $772K in Q2 2024.
  • 254 funds tracked by Wall St. Rank held Community Bank as of Q4 2024.

Based on Fox Run Management's 13F filing for Q4 2024, filed 11 Feb 2025.