Migdal Insurance & Financial Holdings’s Community Bank CBU Stock Holding History

Migdal Insurance & Financial Holdings’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
2019 Q4	–	Sell	-289	Closed	-$18K	–	745
2019 Q3	$18K	Sell	289 -138	-32%	-$8.72K	﹤0.01%	655
2019 Q2	$28K	Sell	427 -161	-27%	-$10.3K	﹤0.01%	633
2019 Q1	$35K	Sell	588 -205	-26%	-$12.6K	﹤0.01%	596
2018 Q4	$46K	Sell	793 -414	-34%	-$25K	﹤0.01%	534
2018 Q3	$74K	Buy	1,207 +137	+13%	+$8.73K	﹤0.01%	625
2018 Q2	$63K	Buy	1,070 +573	+115%	+$33.4K	﹤0.01%	579
2018 Q1	$27K	Buy	497 +210	+73%	+$11.4K	﹤0.01%	486
2017 Q4	$15K	Sell	287 -668	-70%	-$36.3K	﹤0.01%	528
2017 Q3	$53K	Buy	+955	New	+$51.1K	﹤0.01%	440

Other funds holding CBU

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Migdal Insurance & Financial Holdings's CBU Position: Q4 2019 in Review

Migdal Insurance & Financial Holdings sold out of Community Bank (CBU) in Q4 2019, closing a stake of 289 shares — an estimated $18K sold.

Migdal Insurance & Financial Holdings first reported a position in CBU in Q3 2017 and held it in 9 quarters. The position peaked at $74K in Q3 2018. 214 funds tracked by Wall St. Rank hold CBU as of Q4 2019.

Migdal Insurance & Financial Holdings reported no remaining Community Bank position as of Q4 2019 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 289 Community Bank shares in Q4 2019, an estimated $18K.
Migdal Insurance & Financial Holdings first reported a position in Community Bank in Q3 2017 and held it in 9 quarters.
Migdal Insurance & Financial Holdings's Community Bank position peaked at $74K in Q3 2018.
214 funds tracked by Wall St. Rank held Community Bank as of Q4 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2019, filed 13 Feb 2020.