HBW
CBU icon

Hazlett, Burt & Watson’s Community Bank CBU Stock Holding History

Hazlett, Burt & Watson’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
-150
Closed -$9K – 755
2024
Q3 		$9K Hold
150
– – ﹤0.01% 540
2024
Q2 		$7K Hold
150
– – ﹤0.01% 550
2024
Q1 		$7K Hold
150
– – ﹤0.01% 542
2023
Q4 		$8K Hold
150
– – 0.01% 511
2023
Q3 		$6K Hold
150
– – ﹤0.01% 539
2023
Q2 		$7K Hold
150
– – 0.01% 510
2023
Q1 		$8K Hold
150
– – 0.01% 467
2022
Q4 		$9K Hold
150
– – 0.01% 465
2022
Q3 		$9K Hold
150
– – 0.01% 459
2022
Q2 		$9K Hold
150
– – 0.01% 464
2022
Q1 		$11K Buy
+150
New +$10.9K 0.01% 458

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

Hazlett, Burt & Watson's CBU Position: Q4 2024 in Review

Hazlett, Burt & Watson sold out of Community Bank (CBU) in Q4 2024, closing a stake of 150 shares — an estimated $9K sold.

Hazlett, Burt & Watson first reported a position in CBU in Q1 2022 and held it in 11 quarters. The position peaked at $11K in Q1 2022. 254 funds tracked by Wall St. Rank hold CBU as of Q4 2024.

  • Hazlett, Burt & Watson reported no remaining Community Bank position as of Q4 2024 after selling out during the quarter.
  • Hazlett, Burt & Watson sold 150 Community Bank shares in Q4 2024, an estimated $9K.
  • Hazlett, Burt & Watson first reported a position in Community Bank in Q1 2022 and held it in 11 quarters.
  • Hazlett, Burt & Watson's Community Bank position peaked at $11K in Q1 2022.
  • 254 funds tracked by Wall St. Rank held Community Bank as of Q4 2024.

Based on Hazlett, Burt & Watson's 13F filing for Q4 2024, filed 12 Feb 2025.