Meeder Asset Management’s CVB Financial CVBF Stock Holding History

Meeder Asset 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
2022 Q4	–	Sell	-563	Closed	-$14K	–	1064
2022 Q3	$14K	Buy	563 +332	+144%	+$8.65K	﹤0.01%	1208
2022 Q2	$6K	Buy	231 +216	+1,440%	+$5.16K	﹤0.01%	1564
2022 Q1	$0	Buy	+15	New	+$347	﹤0.01%	2351
2021 Q4	–	Sell	-33	Closed	-$1K	–	1441
2021 Q3	$1K	Buy	33 +20	+154%	+$395	﹤0.01%	2297
2021 Q2	$0	Buy	+13	New	+$284	﹤0.01%	2534
2020 Q3	–	Sell	-2,953	Closed	-$55K	–	2203
2020 Q2	$55K	Buy	+2,953	New	+$56.4K	﹤0.01%	902
2019 Q4	–	Sell	-63	Closed	-$1K	–	2282
2019 Q3	$1K	Buy	+63	New	+$1.32K	﹤0.01%	2048
2017 Q2	–	Sell	-119	Closed	-$3K	–	1694
2017 Q1	$3K	Buy	+119	New	+$2.72K	﹤0.01%	1246

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Meeder Asset Management's CVBF Position: Q4 2022 in Review

Meeder Asset Management sold out of CVB Financial (CVBF) in Q4 2022, closing a stake of 563 shares — an estimated $14K sold.

Meeder Asset Management first reported a position in CVBF in Q1 2017 and held it in 8 quarters. The position peaked at $55K in Q2 2020. 245 funds tracked by Wall St. Rank hold CVBF as of Q4 2022.

Meeder Asset Management reported no remaining CVB Financial position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 563 CVB Financial shares in Q4 2022, an estimated $14K.
Meeder Asset Management first reported a position in CVB Financial in Q1 2017 and held it in 8 quarters.
Meeder Asset Management's CVB Financial position peaked at $55K in Q2 2020.
245 funds tracked by Wall St. Rank held CVB Financial as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.