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Prelude Capital Management’s Community Bank CBU Stock Holding History

Prelude Capital Management’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
2024
Q3 		– Sell
-12,486
Closed -$589K – 1300
2024
Q2 		$589K Sell
12,486
-19,530
-61% -$883K 0.04% 473
2024
Q1 		$1.54M Buy
32,016
+17,248
+117% +$805K 0.08% 296
2023
Q4 		$770K Buy
14,768
+7,734
+110% +$348K 0.05% 372
2023
Q3 		$297K Buy
+7,034
New +$333K 0.02% 676
2019
Q1 		– Sell
-109
Closed -$6K – 1777
2018
Q4 		$6K Buy
+109
New +$6.58K ﹤0.01% 1515
2013
Q4 		– Sell
-100
Closed -$3K – 1637
2013
Q3 		$3K Buy
+100
New +$3.35K ﹤0.01% 1570

Other funds holding CBU

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prelude Capital Management's CBU Position: Q3 2024 in Review

Prelude Capital Management sold out of Community Bank (CBU) in Q3 2024, closing a stake of 12,486 shares — an estimated $589K sold.

Prelude Capital Management first reported a position in CBU in Q3 2013 and held it in 6 quarters. The position peaked at $1.54M in Q1 2024. 255 funds tracked by Wall St. Rank hold CBU as of Q3 2024.

  • Prelude Capital Management reported no remaining Community Bank position as of Q3 2024 after selling out during the quarter.
  • Prelude Capital Management sold 12,486 Community Bank shares in Q3 2024, an estimated $589K.
  • Prelude Capital Management first reported a position in Community Bank in Q3 2013 and held it in 6 quarters.
  • Prelude Capital Management's Community Bank position peaked at $1.54M in Q1 2024.
  • 255 funds tracked by Wall St. Rank held Community Bank as of Q3 2024.

Based on Prelude Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.