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LSV Asset Management’s
CB Financial Services
CBFV
Stock Holding History
LSV Asset Management’s Portfolio
CBFV Stock Details
CBFV Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2020
Q2
–
Sell
-4,200
Closed
-$81K
–
985
2020
Q1
$81K
Sell
4,200
-1,700
-29%
-$46K
﹤0.01%
909
2019
Q4
$177K
Hold
5,900
–
–
﹤0.01%
889
2019
Q3
$163K
Buy
+5,900
New
+$149K
﹤0.01%
883
2018
Q2
–
Sell
-4,200
Closed
-$128K
–
955
2018
Q1
$128K
Hold
4,200
–
–
﹤0.01%
919
2017
Q4
$127K
Hold
4,200
–
–
﹤0.01%
927
2017
Q3
$124K
Hold
4,200
–
–
﹤0.01%
955
2017
Q2
$109K
Buy
4,200
+1,132
+37%
+$30.7K
﹤0.01%
968
2017
Q1
$85K
Buy
3,068
+968
+46%
+$25.9K
﹤0.01%
994
2016
Q4
$54K
Hold
2,100
–
–
﹤0.01%
986
2016
Q3
$47K
Buy
+2,100
New
+$46.9K
﹤0.01%
995
Other funds holding CBFV
Janney Montgomery Scott
Philadelphia, Pennsylvania
$40.4B AUM
21.2%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
ECA
Endeavour Capital Advisors
Greenwich, Connecticut
$441M AUM
21.38%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
WPW
Waldron Private Wealth
Bridgeville, Pennsylvania
$2.56B AUM
17.72%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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