Great Diamond Partners’s CVB Financial CVBF Stock Holding History

Great Diamond Partners’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 Q1	–	Sell	-1,019	Closed	-$21K	–	231
2019 Q4	$21K	Buy	+1,019	New	+$21.6K	0.01%	456

Other funds holding CVBF

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Great Diamond Partners sold out of CVB Financial (CVBF) in Q1 2020, closing a stake of 1,019 shares — an estimated $21K sold.

Great Diamond Partners first reported a position in CVBF in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 170 funds tracked by Wall St. Rank hold CVBF as of Q1 2020.

Great Diamond Partners reported no remaining CVB Financial position as of Q1 2020 after selling out during the quarter.
Great Diamond Partners sold 1,019 CVB Financial shares in Q1 2020, an estimated $21K.
Great Diamond Partners first reported a position in CVB Financial in Q4 2019 and held it in 1 quarter.
Great Diamond Partners's CVB Financial position peaked at $21K in Q4 2019.
170 funds tracked by Wall St. Rank held CVB Financial as of Q1 2020.

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