Harbour Investments’s CVB Financial CVBF Stock Holding History

Harbour Investments’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
2021 Q4	–	Sell	-16	Closed	–	–	2848
2021 Q3	$0	Hold	16	–	–	﹤0.01%	3780
2021 Q2	$0	Hold	16	–	–	﹤0.01%	3801
2021 Q1	$0	Buy	+16	New	+$348	﹤0.01%	3616

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

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

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Harbour Investments's CVBF Position: Q4 2021 in Review

Harbour Investments sold out of CVB Financial (CVBF) in Q4 2021, closing a stake of 16 shares.

Harbour Investments first reported a position in CVBF in Q1 2021 and held it in 3 quarters. The position peaked at $0 in Q3 2021. 185 funds tracked by Wall St. Rank hold CVBF as of Q4 2021.

Harbour Investments reported no remaining CVB Financial position as of Q4 2021 after selling out during the quarter.
Harbour Investments sold 16 CVB Financial shares in Q4 2021.
Harbour Investments first reported a position in CVB Financial in Q1 2021 and held it in 3 quarters.
Harbour Investments's CVB Financial position peaked at $0 in Q3 2021.
185 funds tracked by Wall St. Rank held CVB Financial as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.