Lido Advisors’s Community Bank CBU Stock Holding History

Lido Advisors’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
2023 Q1	–	Sell	-18,302	Closed	-$1.15M	–	1160
2022 Q4	$1.15M	Buy	18,302 +5,121	+39%	+$320K	0.01%	380
2022 Q3	$791K	Buy	13,181 +8,211	+165%	+$541K	0.01%	420
2022 Q2	$314K	Buy	+4,970	New	+$326K	﹤0.01%	722

Other funds holding CBU

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

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

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

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

CIP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lido Advisors's CBU Position: Q1 2023 in Review

Lido Advisors sold out of Community Bank (CBU) in Q1 2023, closing a stake of 18,302 shares — an estimated $1.15M sold.

Lido Advisors first reported a position in CBU in Q2 2022 and held it in 3 quarters. The position peaked at $1.15M in Q4 2022. 244 funds tracked by Wall St. Rank hold CBU as of Q1 2023.

Lido Advisors reported no remaining Community Bank position as of Q1 2023 after selling out during the quarter.
Lido Advisors sold 18,302 Community Bank shares in Q1 2023, an estimated $1.15M.
Lido Advisors first reported a position in Community Bank in Q2 2022 and held it in 3 quarters.
Lido Advisors's Community Bank position peaked at $1.15M in Q4 2022.
244 funds tracked by Wall St. Rank held Community Bank as of Q1 2023.

Based on Lido Advisors's 13F filing for Q1 2023, filed 15 May 2023.