MCM
CVBF icon

Manchester Capital Management’s CVB Financial CVBF Stock Holding History

Manchester Capital Management’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
Q2 		– Sell
-29
Closed -$484 – 994
2023
Q1 		$484 Sell
29
-18
-38% -$410 ﹤0.01% 1004
2022
Q4 		$1.21K Hold
47
– – ﹤0.01% 782
2022
Q3 		$1K Hold
47
– – ﹤0.01% 738
2022
Q2 		$1K Hold
47
– – ﹤0.01% 794
2022
Q1 		$1K Hold
47
– – ﹤0.01% 910
2021
Q4 		$1K Buy
47
+10
+27% +$205 ﹤0.01% 921
2021
Q3 		$1K Buy
37
+8
+28% +$158 ﹤0.01% 938
2021
Q2 		$1K Hold
29
– – ﹤0.01% 739
2021
Q1 		$1K Hold
29
– – ﹤0.01% 611
2020
Q4 		$1K Buy
+29
New +$549 ﹤0.01% 644

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Manchester Capital Management's CVBF Position: Q2 2023 in Review

Manchester Capital Management sold out of CVB Financial (CVBF) in Q2 2023, closing a stake of 29 shares — an estimated $484 sold.

Manchester Capital Management first reported a position in CVBF in Q4 2020 and held it in 10 quarters. The position peaked at $1.21K in Q4 2022. 214 funds tracked by Wall St. Rank hold CVBF as of Q2 2023.

  • Manchester Capital Management reported no remaining CVB Financial position as of Q2 2023 after selling out during the quarter.
  • Manchester Capital Management sold 29 CVB Financial shares in Q2 2023, an estimated $484.
  • Manchester Capital Management first reported a position in CVB Financial in Q4 2020 and held it in 10 quarters.
  • Manchester Capital Management's CVB Financial position peaked at $1.21K in Q4 2022.
  • 214 funds tracked by Wall St. Rank held CVB Financial as of Q2 2023.

Based on Manchester Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.