PCM
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Prelude Capital Management’s CVB Financial CVBF Stock Holding History

Prelude Capital 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
2020
Q1 		– Sell
-3,379
Closed -$73K – 1527
2019
Q4 		$73K Buy
+3,379
New +$71.6K ﹤0.01% 1216
2019
Q1 		– Sell
-275
Closed -$6K – 1818
2018
Q4 		$6K Sell
275
-57
-17% -$1.24K ﹤0.01% 1521
2018
Q3 		$7K Buy
+332
New +$7.84K ﹤0.01% 1574

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Prelude Capital Management's CVBF Position: Q1 2020 in Review

Prelude Capital Management sold out of CVB Financial (CVBF) in Q1 2020, closing a stake of 3,379 shares — an estimated $73K sold.

Prelude Capital Management first reported a position in CVBF in Q3 2018 and held it in 3 quarters. The position peaked at $73K in Q4 2019. 170 funds tracked by Wall St. Rank hold CVBF as of Q1 2020.

  • Prelude Capital Management reported no remaining CVB Financial position as of Q1 2020 after selling out during the quarter.
  • Prelude Capital Management sold 3,379 CVB Financial shares in Q1 2020, an estimated $73K.
  • Prelude Capital Management first reported a position in CVB Financial in Q3 2018 and held it in 3 quarters.
  • Prelude Capital Management's CVB Financial position peaked at $73K in Q4 2019.
  • 170 funds tracked by Wall St. Rank held CVB Financial as of Q1 2020.

Based on Prelude Capital Management's 13F filing for Q1 2020, filed 15 May 2020.