Great Diamond Partners’s Community Bank CBU Stock Holding History

Great Diamond Partners’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
2020 Q1	–	Sell	-368	Closed	-$26K	–	199
2019 Q4	$26K	Buy	+368	New	+$24.7K	0.01%	403

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Great Diamond Partners's CBU Position: Q1 2020 in Review

Great Diamond Partners sold out of Community Bank (CBU) in Q1 2020, closing a stake of 368 shares — an estimated $26K sold.

Great Diamond Partners first reported a position in CBU in Q4 2019 and held it in 1 quarter. The position peaked at $26K in Q4 2019. 210 funds tracked by Wall St. Rank hold CBU as of Q1 2020.

Great Diamond Partners reported no remaining Community Bank position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 368 Community Bank shares in Q1 2020, an estimated $26K.
Great Diamond Partners first reported a position in Community Bank in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's Community Bank position peaked at $26K in Q4 2019.
210 funds tracked by Wall St. Rank held Community Bank as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.