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LS Investment Advisors’s CVB Financial CVBF Stock Holding History

LS Investment 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
2020
Q3 		– Sell
-3,845
Closed -$72K – 956
2020
Q2 		$72K Buy
3,845
+395
+11% +$7.54K ﹤0.01% 1074
2020
Q1 		$69K Hold
3,450
– – 0.01% 1023
2019
Q4 		$74K Hold
3,450
– – ﹤0.01% 1216
2019
Q3 		$72K Buy
3,450
+391
+13% +$8.18K ﹤0.01% 1180
2019
Q2 		$64K Hold
3,059
– – ﹤0.01% 1231
2019
Q1 		$64K Hold
3,059
– – ﹤0.01% 1236
2018
Q4 		$62K Hold
3,059
– – ﹤0.01% 1206
2018
Q3 		$68K Buy
3,059
+87
+3% +$2.05K ﹤0.01% 1232
2018
Q2 		$67K Hold
2,972
– – ﹤0.01% 1231
2018
Q1 		$67K Hold
2,972
– – ﹤0.01% 1213
2017
Q4 		$70K Sell
2,972
-392
-12% -$9.31K ﹤0.01% 1218
2017
Q3 		$81K Sell
3,364
-467
-12% -$10.1K ﹤0.01% 1210
2017
Q2 		$86K Buy
3,831
+240
+7% +$5.13K 0.01% 1180
2017
Q1 		$79K Sell
3,591
-212
-6% -$4.84K 0.01% 1205
2016
Q4 		$87K Buy
3,803
+175
+5% +$3.46K 0.01% 1083
2016
Q3 		$64K Buy
3,628
+138
+4% +$2.35K ﹤0.01% 1146
2016
Q2 		$57K Buy
3,490
+130
+4% +$2.2K ﹤0.01% 1159
2016
Q1 		$59K Buy
3,360
+124
+4% +$1.96K ﹤0.01% 1100
2015
Q4 		$55K Buy
3,236
+123
+4% +$2.15K ﹤0.01% 1108
2015
Q3 		$52K Hold
3,113
– – ﹤0.01% 1116
2015
Q2 		$55K Buy
+3,113
New +$51.2K ﹤0.01% 1127

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

LS Investment Advisors's CVBF Position: Q3 2020 in Review

LS Investment Advisors sold out of CVB Financial (CVBF) in Q3 2020, closing a stake of 3,845 shares — an estimated $72K sold.

LS Investment Advisors first reported a position in CVBF in Q2 2015 and held it in 21 quarters. The position peaked at $87K in Q4 2016. 178 funds tracked by Wall St. Rank hold CVBF as of Q3 2020.

  • LS Investment Advisors reported no remaining CVB Financial position as of Q3 2020 after selling out during the quarter.
  • LS Investment Advisors sold 3,845 CVB Financial shares in Q3 2020, an estimated $72K.
  • LS Investment Advisors first reported a position in CVB Financial in Q2 2015 and held it in 21 quarters.
  • LS Investment Advisors's CVB Financial position peaked at $87K in Q4 2016.
  • 178 funds tracked by Wall St. Rank held CVB Financial as of Q3 2020.

Based on LS Investment Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.