PPA
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Parametric Portfolio Associates’s CVB Financial CVBF Stock Holding History

Parametric Portfolio Associates’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
Q1 		$7.34M Buy
316,149
+1,922
+0.6% +$44.5K ﹤0.01% 1582
2021
Q4 		$6.73M Buy
314,227
+27,734
+10% +$569K ﹤0.01% 1664
2021
Q3 		$5.84M Buy
286,493
+13,763
+5% +$272K ﹤0.01% 1721
2021
Q2 		$5.62M Buy
272,730
+40,685
+18% +$889K ﹤0.01% 1773
2021
Q1 		$5.13M Buy
232,045
+744
+0.3% +$16.2K ﹤0.01% 2152
2020
Q4 		$4.51M Sell
231,301
-3,684
-2% -$69.7K ﹤0.01% 2135
2020
Q3 		$3.91M Buy
234,985
+2,046
+0.9% +$36.5K ﹤0.01% 2069
2020
Q2 		$4.37M Sell
232,939
-25,224
-10% -$481K ﹤0.01% 1965
2020
Q1 		$5.18M Buy
258,163
+14,085
+6% +$283K ﹤0.01% 1703
2019
Q4 		$5.27M Buy
244,078
+18,308
+8% +$388K ﹤0.01% 2025
2019
Q3 		$4.71M Buy
225,770
+12,545
+6% +$262K ﹤0.01% 2059
2019
Q2 		$4.48M Sell
213,225
-36,892
-15% -$786K ﹤0.01% 2090
2019
Q1 		$5.26M Buy
250,117
+61,277
+32% +$1.34M ﹤0.01% 1957
2018
Q4 		$3.82M Sell
188,840
-7,415
-4% -$161K ﹤0.01% 2101
2018
Q3 		$4.38M Sell
196,255
-13,807
-7% -$326K ﹤0.01% 2134
2018
Q2 		$4.71M Buy
210,062
+1,215
+0.6% +$27.9K ﹤0.01% 2009
2018
Q1 		$4.73M Buy
208,847
+5,944
+3% +$140K ﹤0.01% 1949
2017
Q4 		$4.78M Buy
202,903
+4,584
+2% +$109K ﹤0.01% 1955
2017
Q3 		$4.79M Buy
198,319
+59,793
+43% +$1.29M 0.01% 1877
2017
Q2 		$3.11M Buy
138,526
+18,714
+16% +$400K ﹤0.01% 2182
2017
Q1 		$2.65M Buy
119,812
+17,238
+17% +$394K ﹤0.01% 2262
2016
Q4 		$2.35M Buy
102,574
+7,658
+8% +$152K ﹤0.01% 2266
2016
Q3 		$1.67M Buy
94,916
+10,835
+13% +$184K ﹤0.01% 2464
2016
Q2 		$1.38M Sell
84,081
-216
-0.3% -$3.66K ﹤0.01% 2598
2016
Q1 		$1.47M Sell
84,297
-1,281
-1% -$20.2K ﹤0.01% 2635
2015
Q4 		$1.45M Sell
85,578
-3,052
-3% -$53.5K ﹤0.01% 2490
2015
Q3 		$1.48M Sell
88,630
-11,832
-12% -$202K ﹤0.01% 2061
2015
Q2 		$1.77M Sell
100,462
-15,977
-14% -$263K ﹤0.01% 2343
2015
Q1 		$1.86M Sell
116,439
-17,107
-13% -$265K ﹤0.01% 2304
2014
Q4 		$2.14M Buy
133,546
+643
+0.5% +$9.79K ﹤0.01% 2128
2014
Q3 		$1.91M Buy
132,903
+4,156
+3% +$64K ﹤0.01% 2130
2014
Q2 		$2.06M Sell
128,747
-22,763
-15% -$343K ﹤0.01% 2056
2014
Q1 		$2.41M Sell
151,510
-9,110
-6% -$144K 0.01% 1851
2013
Q4 		$2.74M Sell
160,620
-29,515
-16% -$449K 0.01% 1716
2013
Q3 		$2.57M Buy
190,135
+2,891
+2% +$37.9K 0.01% 1664
2013
Q2 		$2.2M Buy
+187,244
New +$2.09M 0.01% 1714

Other funds holding CVBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $5.56B AUM 17.89% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Parametric Portfolio Associates's CVBF Position: Q1 2022 in Review

Parametric Portfolio Associates increased its CVB Financial (CVBF) stake by 0.61% in Q1 2022, buying an estimated $44.5K and bringing the position to 316,149 shares worth $7.34M. The position accounts for ﹤0.01% of the portfolio, ranked #1582.

Parametric Portfolio Associates first reported a position in CVBF in Q2 2013 and has held it in 36 quarters since. 197 funds tracked by Wall St. Rank hold CVBF as of Q1 2022.

  • Parametric Portfolio Associates held 316,149 shares of CVB Financial worth $7.34M as of Q1 2022.
  • Parametric Portfolio Associates bought 1,922 CVB Financial shares in Q1 2022, an estimated $44.5K.
  • CVB Financial made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #1582 holding.
  • Parametric Portfolio Associates first reported a position in CVB Financial in Q2 2013 and has held it in 36 quarters since.
  • 197 funds tracked by Wall St. Rank held CVB Financial as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.