Migdal Insurance & Financial Holdings’s CVB Financial CVBF Stock Holding History

Migdal Insurance & Financial Holdings’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
2019 Q4	–	Sell	-811	Closed	-$17K	–	747
2019 Q3	$17K	Sell	811 -387	-32%	-$8.09K	﹤0.01%	676
2019 Q2	$25K	Sell	1,198 -450	-27%	-$9.59K	﹤0.01%	666
2019 Q1	$34K	Sell	1,648 -195	-11%	-$4.28K	﹤0.01%	612
2018 Q4	$37K	Sell	1,843 -962	-34%	-$20.9K	﹤0.01%	562
2018 Q3	$63K	Buy	2,805 +302	+12%	+$7.13K	﹤0.01%	655
2018 Q2	$56K	Buy	2,503 +1,348	+117%	+$31K	﹤0.01%	621
2018 Q1	$26K	Buy	1,155 +438	+61%	+$10.3K	﹤0.01%	509
2017 Q4	$17K	Sell	717 -1,672	-70%	-$39.7K	﹤0.01%	504
2017 Q3	$57K	Buy	+2,389	New	+$51.5K	﹤0.01%	416

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

Migdal Insurance & Financial Holdings sold out of CVB Financial (CVBF) in Q4 2019, closing a stake of 811 shares — an estimated $17K sold.

Migdal Insurance & Financial Holdings first reported a position in CVBF in Q3 2017 and held it in 9 quarters. The position peaked at $63K in Q3 2018. 185 funds tracked by Wall St. Rank hold CVBF as of Q4 2019.

Migdal Insurance & Financial Holdings reported no remaining CVB Financial position as of Q4 2019 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 811 CVB Financial shares in Q4 2019, an estimated $17K.
Migdal Insurance & Financial Holdings first reported a position in CVB Financial in Q3 2017 and held it in 9 quarters.
Migdal Insurance & Financial Holdings's CVB Financial position peaked at $63K in Q3 2018.
185 funds tracked by Wall St. Rank held CVB Financial as of Q4 2019.

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