Pictet Asset Management (Switzerland)’s Community Bank CBU Stock Holding History

Pictet Asset Management (Switzerland)’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	$318K	Buy	6,787 +124	+2%	+$6.08K	﹤0.01%	1478
2023 Q1	$350K	Buy	6,663 +779	+13%	+$45.6K	﹤0.01%	1421
2022 Q4	$370K	Buy	5,884 +2,392	+68%	+$150K	﹤0.01%	1380
2022 Q3	$210K	Hold	3,492	–	–	﹤0.01%	1394
2022 Q2	$221K	Hold	3,492	–	–	﹤0.01%	1396
2022 Q1	$245K	Hold	3,492	–	–	﹤0.01%	1458
2021 Q4	$260K	Hold	3,492	–	–	﹤0.01%	1468
2021 Q3	$239K	Buy	+3,492	New	+$251K	﹤0.01%	1520

Other funds holding CBU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s CBU Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its Community Bank (CBU) stake by 1.9% in Q2 2023, buying an estimated $6.08K and bringing the position to 6,787 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1478.

Pictet Asset Management (Switzerland) first reported a position in CBU in Q3 2021 and has held it in 8 quarters since. The position peaked at $370K in Q4 2022. 222 funds tracked by Wall St. Rank hold CBU as of Q2 2023.

Pictet Asset Management (Switzerland) held 6,787 shares of Community Bank worth $318K as of Q2 2023.
Pictet Asset Management (Switzerland) bought 124 Community Bank shares in Q2 2023, an estimated $6.08K.
Community Bank made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1478 holding.
Pictet Asset Management (Switzerland) first reported a position in Community Bank in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Community Bank position peaked at $370K in Q4 2022.
222 funds tracked by Wall St. Rank held Community Bank as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.