HIM
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Hillsdale Investment Management’s CVB Financial CVBF Stock Holding History

Hillsdale Investment Management’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
2023
Q2 		– Sell
-28,700
Closed -$479K – 573
2023
Q1 		$479K Hold
28,700
– – 0.04% 322
2022
Q4 		$739K Hold
28,700
– – 0.06% 218
2022
Q3 		$727K Buy
+28,700
New +$748K 0.07% 227
2019
Q3 		– Sell
-38,500
Closed -$810K – 627
2019
Q2 		$810K Buy
38,500
+8,700
+29% +$185K 0.08% 228
2019
Q1 		$627K Buy
+29,800
New +$654K 0.06% 210

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hillsdale Investment Management's CVBF Position: Q2 2023 in Review

Hillsdale Investment Management sold out of CVB Financial (CVBF) in Q2 2023, closing a stake of 28,700 shares — an estimated $479K sold.

Hillsdale Investment Management first reported a position in CVBF in Q1 2019 and held it in 5 quarters. The position peaked at $810K in Q2 2019. 214 funds tracked by Wall St. Rank hold CVBF as of Q2 2023.

  • Hillsdale Investment Management reported no remaining CVB Financial position as of Q2 2023 after selling out during the quarter.
  • Hillsdale Investment Management sold 28,700 CVB Financial shares in Q2 2023, an estimated $479K.
  • Hillsdale Investment Management first reported a position in CVB Financial in Q1 2019 and held it in 5 quarters.
  • Hillsdale Investment Management's CVB Financial position peaked at $810K in Q2 2019.
  • 214 funds tracked by Wall St. Rank held CVB Financial as of Q2 2023.

Based on Hillsdale Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.