Lido Advisors’s CVB Financial CVBF Stock Holding History

Lido Advisors’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 Q3	–	Sell	-16,167	Closed	-$215K	–	1244
2023 Q2	$215K	Sell	16,167 -3,114	-16%	-$42.9K	﹤0.01%	1081
2023 Q1	$322K	Buy	+19,281	New	+$439K	﹤0.01%	847

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SAM

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

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

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

Lido Advisors's CVBF Position: Q3 2023 in Review

Lido Advisors sold out of CVB Financial (CVBF) in Q3 2023, closing a stake of 16,167 shares — an estimated $215K sold.

Lido Advisors first reported a position in CVBF in Q1 2023 and held it in 2 quarters. The position peaked at $322K in Q1 2023. 214 funds tracked by Wall St. Rank hold CVBF as of Q3 2023.

Lido Advisors reported no remaining CVB Financial position as of Q3 2023 after selling out during the quarter.
Lido Advisors sold 16,167 CVB Financial shares in Q3 2023, an estimated $215K.
Lido Advisors first reported a position in CVB Financial in Q1 2023 and held it in 2 quarters.
Lido Advisors's CVB Financial position peaked at $322K in Q1 2023.
214 funds tracked by Wall St. Rank held CVB Financial as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.