Richard Bernstein Advisors’s CVB Financial CVBF Stock Holding History

Richard Bernstein Advisors’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	–	Sell	-177,389	Closed	-$3.8M	–	264
2021 Q4	$3.8M	Hold	177,389	–	–	0.07%	134
2021 Q3	$3.61M	Buy	177,389 +11,636	+7%	+$230K	0.07%	147
2021 Q2	$3.41M	Hold	165,753	–	–	0.07%	152
2021 Q1	$3.66M	Buy	+165,753	New	+$3.6M	0.08%	137
2018 Q2	–	Sell	-188,395	Closed	-$4.26M	–	341
2018 Q1	$4.26M	Hold	188,395	–	–	0.15%	134
2017 Q4	$4.44M	Hold	188,395	–	–	0.19%	109
2017 Q3	$4.55M	Hold	188,395	–	–	0.32%	91
2017 Q2	$4.23M	Hold	188,395	–	–	0.32%	89
2017 Q1	$4.16M	Hold	188,395	–	–	0.32%	100
2016 Q4	$4.32M	Hold	188,395	–	–	0.36%	100
2016 Q3	$3.32M	Hold	188,395	–	–	0.32%	109
2016 Q2	$3.09M	Hold	188,395	–	–	0.29%	95
2016 Q1	$3.29M	Buy	+188,395	New	+$2.97M	0.33%	72

Other funds holding CVBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Richard Bernstein Advisors's CVBF Position: Q1 2022 in Review

Richard Bernstein Advisors sold out of CVB Financial (CVBF) in Q1 2022, closing a stake of 177,389 shares — an estimated $3.8M sold.

Richard Bernstein Advisors first reported a position in CVBF in Q1 2016 and held it in 13 quarters. The position peaked at $4.55M in Q3 2017. 197 funds tracked by Wall St. Rank hold CVBF as of Q1 2022.

Richard Bernstein Advisors reported no remaining CVB Financial position as of Q1 2022 after selling out during the quarter.
Richard Bernstein Advisors sold 177,389 CVB Financial shares in Q1 2022, an estimated $3.8M.
Richard Bernstein Advisors first reported a position in CVB Financial in Q1 2016 and held it in 13 quarters.
Richard Bernstein Advisors's CVB Financial position peaked at $4.55M in Q3 2017.
197 funds tracked by Wall St. Rank held CVB Financial as of Q1 2022.

Based on Richard Bernstein Advisors's 13F filing for Q1 2022, filed 12 May 2022.