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TwinBeech Capital’s Community Bank CBU Stock Holding History

TwinBeech Capital’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
Q4 		– Sell
-5,543
Closed -$234K – 669
2023
Q3 		$234K Buy
+5,543
New +$263K ﹤0.01% 592
2021
Q4 		– Sell
-14,588
Closed -$998K – 587
2021
Q3 		$998K Buy
+14,588
New +$1.05M 0.07% 328

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TwinBeech Capital's CBU Position: Q4 2023 in Review

TwinBeech Capital sold out of Community Bank (CBU) in Q4 2023, closing a stake of 5,543 shares — an estimated $234K sold.

TwinBeech Capital first reported a position in CBU in Q3 2021 and held it in 2 quarters. The position peaked at $998K in Q3 2021. 245 funds tracked by Wall St. Rank hold CBU as of Q4 2023.

  • TwinBeech Capital reported no remaining Community Bank position as of Q4 2023 after selling out during the quarter.
  • TwinBeech Capital sold 5,543 Community Bank shares in Q4 2023, an estimated $234K.
  • TwinBeech Capital first reported a position in Community Bank in Q3 2021 and held it in 2 quarters.
  • TwinBeech Capital's Community Bank position peaked at $998K in Q3 2021.
  • 245 funds tracked by Wall St. Rank held Community Bank as of Q4 2023.

Based on TwinBeech Capital's 13F filing for Q4 2023, filed 14 Feb 2024.