Kula Investments’s CVB Financial CVBF Stock Holding History

Kula 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
2023 Q1	–	Sell	-10,114	Closed	-$260K	–	657
2022 Q4	$260K	Buy	+10,114	New	+$276K	0.08%	435

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

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

SAM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kula Investments's CVBF Position: Q1 2023 in Review

Kula Investments sold out of CVB Financial (CVBF) in Q1 2023, closing a stake of 10,114 shares — an estimated $260K sold.

Kula Investments first reported a position in CVBF in Q4 2022 and held it in 1 quarter. The position peaked at $260K in Q4 2022. 238 funds tracked by Wall St. Rank hold CVBF as of Q1 2023.

Kula Investments reported no remaining CVB Financial position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 10,114 CVB Financial shares in Q1 2023, an estimated $260K.
Kula Investments first reported a position in CVB Financial in Q4 2022 and held it in 1 quarter.
Kula Investments's CVB Financial position peaked at $260K in Q4 2022.
238 funds tracked by Wall St. Rank held CVB Financial as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.