NYLIM
CVBF icon

New York Life Investment Management’s CVB Financial CVBF Stock Holding History

New York Life Investment 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
Q1 		– Sell
-24,442
Closed -$629K – 1249
2022
Q4 		$629K Buy
24,442
+2,623
+12% +$71.5K 0.01% 739
2022
Q3 		$552K Buy
21,819
+1,727
+9% +$45K 0.01% 693
2022
Q2 		$498K Buy
+20,092
New +$480K 0.01% 723

Other funds holding CVBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New York Life Investment Management's CVBF Position: Q1 2023 in Review

New York Life Investment Management sold out of CVB Financial (CVBF) in Q1 2023, closing a stake of 24,442 shares — an estimated $629K sold.

New York Life Investment Management first reported a position in CVBF in Q2 2022 and held it in 3 quarters. The position peaked at $629K in Q4 2022. 238 funds tracked by Wall St. Rank hold CVBF as of Q1 2023.

  • New York Life Investment Management reported no remaining CVB Financial position as of Q1 2023 after selling out during the quarter.
  • New York Life Investment Management sold 24,442 CVB Financial shares in Q1 2023, an estimated $629K.
  • New York Life Investment Management first reported a position in CVB Financial in Q2 2022 and held it in 3 quarters.
  • New York Life Investment Management's CVB Financial position peaked at $629K in Q4 2022.
  • 238 funds tracked by Wall St. Rank held CVB Financial as of Q1 2023.

Based on New York Life Investment Management's 13F filing for Q1 2023, filed 8 May 2023.