GT
CVBF icon

Glenmede Trust’s CVB Financial CVBF Stock Holding History

Glenmede Trust’s Portfolio CVBF Stock Details CVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,967
Closed -$32K – 1460
2020
Q3 		$32K Buy
1,967
+137
+7% +$2.45K ﹤0.01% 1442
2020
Q2 		$34K Buy
1,830
+457
+33% +$8.72K ﹤0.01% 1412
2020
Q1 		$29K Hold
1,373
– – ﹤0.01% 1899
2019
Q4 		$29K Buy
1,373
+252
+22% +$5.34K ﹤0.01% 1899
2019
Q3 		$23 Buy
1,121
+463
+70% +$9.68K ﹤0.01% 1975
2019
Q2 		$13 Hold
658
– – ﹤0.01% 2258
2019
Q1 		$13 Hold
658
– – ﹤0.01% 2257
2018
Q4 		$13 Buy
+658
New +$14.3K ﹤0.01% 2164
2014
Q4 		– Sell
-25,824
Closed -$370K – 2541
2014
Q3 		$370K Hold
25,824
– – ﹤0.01% 969
2014
Q2 		$413K Sell
25,824
-50
-0.2% -$753 ﹤0.01% 929
2014
Q1 		$411K Hold
25,874
– – ﹤0.01% 926
2013
Q4 		$441K Buy
+25,874
New +$394K ﹤0.01% 890

Other funds holding CVBF

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Glenmede Trust's CVBF Position: Q4 2020 in Review

Glenmede Trust sold out of CVB Financial (CVBF) in Q4 2020, closing a stake of 1,967 shares — an estimated $32K sold.

Glenmede Trust first reported a position in CVBF in Q4 2013 and held it in 12 quarters. The position peaked at $441K in Q4 2013. 187 funds tracked by Wall St. Rank hold CVBF as of Q4 2020.

  • Glenmede Trust reported no remaining CVB Financial position as of Q4 2020 after selling out during the quarter.
  • Glenmede Trust sold 1,967 CVB Financial shares in Q4 2020, an estimated $32K.
  • Glenmede Trust first reported a position in CVB Financial in Q4 2013 and held it in 12 quarters.
  • Glenmede Trust's CVB Financial position peaked at $441K in Q4 2013.
  • 187 funds tracked by Wall St. Rank held CVB Financial as of Q4 2020.

Based on Glenmede Trust's 13F filing for Q4 2020, filed 16 Feb 2021.