William Blair Investment Management
CVBF icon

William Blair Investment Management’s CVB Financial CVBF Stock Holding History

William Blair Investment 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
2019
Q3 		– Sell
-531,543
Closed -$11.2M – 365
2019
Q2 		$11.2M Sell
531,543
-58,595
-10% -$1.25M 0.05% 303
2019
Q1 		$12.4M Sell
590,138
-24,373
-4% -$535K 0.05% 297
2018
Q4 		$12.4M Buy
614,511
+8,847
+1% +$192K 0.06% 272
2018
Q3 		$13.5M Sell
605,664
-45,863
-7% -$1.08M 0.05% 314
2018
Q2 		$14.6M Sell
651,527
-19,639
-3% -$452K 0.05% 292
2018
Q1 		$15.2M Sell
671,166
-22,814
-3% -$537K 0.06% 277
2017
Q4 		$16.4M Sell
693,980
-9,715
-1% -$231K 0.06% 268
2017
Q3 		$17M Sell
703,695
-1,472
-0.2% -$31.7K 0.06% 280
2017
Q2 		$15.8M Sell
705,167
-19,150
-3% -$410K 0.06% 281
2017
Q1 		$16M Sell
724,317
-2,980
-0.4% -$68.1K 0.06% 274
2016
Q4 		$16.7M Sell
727,297
-4,015
-0.5% -$79.4K 0.07% 260
2016
Q3 		$12.9M Buy
731,312
+181,539
+33% +$3.09M 0.05% 288
2016
Q2 		$9.01M Buy
549,773
+45,182
+9% +$766K 0.04% 311
2016
Q1 		$8.8M Buy
+504,591
New +$7.96M 0.03% 302

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

William Blair Investment Management's CVBF Position: Q3 2019 in Review

William Blair Investment Management sold out of CVB Financial (CVBF) in Q3 2019, closing a stake of 531,543 shares — an estimated $11.2M sold.

William Blair Investment Management first reported a position in CVBF in Q1 2016 and held it in 14 quarters. The position peaked at $17M in Q3 2017. 187 funds tracked by Wall St. Rank hold CVBF as of Q3 2019.

  • William Blair Investment Management reported no remaining CVB Financial position as of Q3 2019 after selling out during the quarter.
  • William Blair Investment Management sold 531,543 CVB Financial shares in Q3 2019, an estimated $11.2M.
  • William Blair Investment Management first reported a position in CVB Financial in Q1 2016 and held it in 14 quarters.
  • William Blair Investment Management's CVB Financial position peaked at $17M in Q3 2017.
  • 187 funds tracked by Wall St. Rank held CVB Financial as of Q3 2019.

Based on William Blair Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.