Lazard Asset Management
CVBF icon

Lazard Asset Management’s CVB Financial CVBF Stock Holding History

Lazard Asset 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
-1,332
Closed -$22K – 2342
2023
Q1 		$22K Buy
+1,332
New +$30.4K ﹤0.01% 2034
2022
Q1 		– Sell
-1,110
Closed -$23K – 2364
2021
Q4 		$23K Hold
1,110
– – ﹤0.01% 2020
2021
Q3 		$22K Sell
1,110
-114
-9% -$2.25K ﹤0.01% 2008
2021
Q2 		$25K Buy
+1,224
New +$26.7K ﹤0.01% 1822
2020
Q2 		– Sell
-3,018
Closed -$60K – 1634
2020
Q1 		$60K Buy
3,018
+1,023
+51% +$20.6K ﹤0.01% 1119
2019
Q4 		$43K Buy
+1,995
New +$42.2K ﹤0.01% 1090

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

Lazard Asset Management's CVBF Position: Q2 2023 in Review

Lazard Asset Management sold out of CVB Financial (CVBF) in Q2 2023, closing a stake of 1,332 shares — an estimated $22K sold.

Lazard Asset Management first reported a position in CVBF in Q4 2019 and held it in 6 quarters. The position peaked at $60K in Q1 2020. 214 funds tracked by Wall St. Rank hold CVBF as of Q2 2023.

  • Lazard Asset Management reported no remaining CVB Financial position as of Q2 2023 after selling out during the quarter.
  • Lazard Asset Management sold 1,332 CVB Financial shares in Q2 2023, an estimated $22K.
  • Lazard Asset Management first reported a position in CVB Financial in Q4 2019 and held it in 6 quarters.
  • Lazard Asset Management's CVB Financial position peaked at $60K in Q1 2020.
  • 214 funds tracked by Wall St. Rank held CVB Financial as of Q2 2023.

Based on Lazard Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.