Sloy Dahl & Holst’s CVB Financial CVBF Stock Holding History

Sloy Dahl & Holst’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 Q4	–	Sell	-8,421	Closed	-$213K	–	68
2022 Q3	$213K	Hold	8,421	–	–	0.04%	73
2022 Q2	$209K	Buy	+8,421	New	+$201K	0.05%	70

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sloy Dahl & Holst's CVBF Position: Q4 2022 in Review

Sloy Dahl & Holst sold out of CVB Financial (CVBF) in Q4 2022, closing a stake of 8,421 shares — an estimated $213K sold.

Sloy Dahl & Holst first reported a position in CVBF in Q2 2022 and held it in 2 quarters. The position peaked at $213K in Q3 2022. 245 funds tracked by Wall St. Rank hold CVBF as of Q4 2022.

Sloy Dahl & Holst reported no remaining CVB Financial position as of Q4 2022 after selling out during the quarter.
Sloy Dahl & Holst sold 8,421 CVB Financial shares in Q4 2022, an estimated $213K.
Sloy Dahl & Holst first reported a position in CVB Financial in Q2 2022 and held it in 2 quarters.
Sloy Dahl & Holst's CVB Financial position peaked at $213K in Q3 2022.
245 funds tracked by Wall St. Rank held CVB Financial as of Q4 2022.

Based on Sloy Dahl & Holst's 13F filing for Q4 2022, filed 30 Jan 2023.