M&R Capital Management’s Community Bank CBU Stock Holding History

M&R Capital Management’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
2024 Q3	$58.1K	Hold	1,000	–	–	0.01%	232
2024 Q2	$47.2K	Hold	1,000	–	–	0.01%	232
2024 Q1	$48K	Hold	1,000	–	–	0.01%	232
2023 Q4	$52.1K	Hold	1,000	–	–	0.01%	250
2023 Q3	$42.2K	Hold	1,000	–	–	0.01%	252
2023 Q2	$46.9K	Hold	1,000	–	–	0.01%	248
2023 Q1	$52.5K	Hold	1,000	–	–	0.01%	236
2022 Q4	$63K	Hold	1,000	–	–	0.02%	210
2022 Q3	$60K	Hold	1,000	–	–	0.02%	209
2022 Q2	$63K	Hold	1,000	–	–	0.02%	209
2022 Q1	$70K	Hold	1,000	–	–	0.02%	208
2021 Q4	$74K	Hold	1,000	–	–	0.02%	213
2021 Q3	$68K	Hold	1,000	–	–	0.02%	218
2021 Q2	$75K	Hold	1,000	–	–	0.02%	215
2021 Q1	$76K	Hold	1,000	–	–	0.02%	200
2020 Q4	$62K	Hold	1,000	–	–	0.01%	233
2020 Q3	$54K	Hold	1,000	–	–	0.01%	236
2020 Q2	$57K	Hold	1,000	–	–	0.02%	230
2020 Q1	$58K	Hold	1,000	–	–	0.02%	225
2019 Q4	$70K	Hold	1,000	–	–	0.02%	239
2019 Q3	$61K	Hold	1,000	–	–	0.01%	256
2019 Q2	$65K	Hold	1,000	–	–	0.01%	251
2019 Q1	$65K	Hold	1,000	–	–	0.01%	253
2018 Q4	$58K	Hold	1,000	–	–	0.02%	250
2018 Q3	$61K	Hold	1,000	–	–	0.01%	268
2018 Q2	$59K	Hold	1,000	–	–	0.01%	268
2018 Q1	$53K	Hold	1,000	–	–	0.01%	284
2017 Q4	$53K	Hold	1,000	–	–	0.01%	292
2017 Q3	$55K	Hold	1,000	–	–	0.01%	289
2017 Q2	$52K	Hold	1,000	–	–	0.01%	297
2017 Q1	$54K	Hold	1,000	–	–	0.01%	292
2016 Q4	$61K	Hold	1,000	–	–	0.02%	261
2016 Q3	$48K	Hold	1,000	–	–	0.01%	281
2016 Q2	$41K	Buy	+1,000	New	+$39.7K	0.01%	299

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

M&R Capital Management's CBU Position: Q3 2024 in Review

M&R Capital Management held its Community Bank (CBU) position steady in Q3 2024 at 1,000 shares worth $58.1K. The position accounts for 0.01% of the portfolio, ranked #232.

M&R Capital Management first reported a position in CBU in Q2 2016 and has held it in 34 quarters since. The position peaked at $76K in Q1 2021. 255 funds tracked by Wall St. Rank hold CBU as of Q3 2024.

M&R Capital Management held 1,000 shares of Community Bank worth $58.1K as of Q3 2024.
M&R Capital Management left its Community Bank share count unchanged in Q3 2024.
Community Bank made up 0.01% of M&R Capital Management's portfolio in Q3 2024, its #232 holding.
M&R Capital Management first reported a position in Community Bank in Q2 2016 and has held it in 34 quarters since.
M&R Capital Management's Community Bank position peaked at $76K in Q1 2021.
255 funds tracked by Wall St. Rank held Community Bank as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.