New Hampshire Trust’s Community Bank CBU Stock Holding History

New Hampshire Trust’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
2023 Q2	–	Sell	-1,340	Closed	-$70.3K	–	197
2023 Q1	$70.3K	Hold	1,340	–	–	0.02%	229
2022 Q4	$84.4K	Buy	+1,340	New	+$83.8K	0.02%	225

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

New Hampshire Trust's CBU Position: Q2 2023 in Review

New Hampshire Trust sold out of Community Bank (CBU) in Q2 2023, closing a stake of 1,340 shares — an estimated $70.3K sold.

New Hampshire Trust first reported a position in CBU in Q4 2022 and held it in 2 quarters. The position peaked at $84.4K in Q4 2022. 222 funds tracked by Wall St. Rank hold CBU as of Q2 2023.

New Hampshire Trust reported no remaining Community Bank position as of Q2 2023 after selling out during the quarter.
New Hampshire Trust sold 1,340 Community Bank shares in Q2 2023, an estimated $70.3K.
New Hampshire Trust first reported a position in Community Bank in Q4 2022 and held it in 2 quarters.
New Hampshire Trust's Community Bank position peaked at $84.4K in Q4 2022.
222 funds tracked by Wall St. Rank held Community Bank as of Q2 2023.

Based on New Hampshire Trust's 13F filing for Q2 2023, filed 11 Jul 2023.