Winslow Evans & Crocker’s Community Bank CBU Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$62K	Buy	+1,000	New	+$61.4K	0.01%	550
2020 Q3	–	Sell	-540	Closed	-$31K	–	1093
2020 Q2	$31K	Hold	540	–	–	0.01%	530
2020 Q1	$32K	Sell	540 -340	-39%	-$22.1K	0.01%	502
2019 Q4	$66K	Hold	880	–	–	0.02%	456
2019 Q3	$56K	Hold	880	–	–	0.02%	474
2019 Q2	$60K	Hold	880	–	–	0.02%	475
2019 Q1	$54K	Sell	880 -500	-36%	-$30.8K	0.02%	472
2018 Q4	$82K	Hold	1,380	–	–	0.03%	391
2018 Q3	$88K	Hold	1,380	–	–	0.03%	391
2018 Q2	$82K	Hold	1,380	–	–	0.03%	405
2018 Q1	$73.9K	Sell	1,380 -2,022	-59%	-$110K	0.02%	408
2017 Q4	$183K	Buy	3,402 +200	+6%	+$10.9K	0.06%	273
2017 Q3	$177K	Sell	3,202 -1,962	-38%	-$105K	0.06%	272
2017 Q2	$288K	Buy	5,164 +4,164	+416%	+$230K	0.08%	257
2017 Q1	$55K	Buy	+1,000	New	+$58.3K	0.02%	515

Other funds holding CBU

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Winslow Evans & Crocker's CBU Position: Q4 2020 in Review

Winslow Evans & Crocker opened a new position in Community Bank (CBU) in Q4 2020: 1,000 shares worth $62K. The stake represents 0.01% of the portfolio and ranks #550 among its holdings. This is a return to the name: Winslow Evans & Crocker previously reported a position in CBU as recently as Q2 2020.

Winslow Evans & Crocker first reported a position in CBU in Q1 2017 and has held it in 15 quarters since. The position peaked at $288K in Q2 2017. 226 funds tracked by Wall St. Rank hold CBU as of Q4 2020.

Winslow Evans & Crocker held 1,000 shares of Community Bank worth $62K as of Q4 2020.
Community Bank was a new Winslow Evans & Crocker position in Q4 2020.
Community Bank made up 0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #550 holding.
Winslow Evans & Crocker first reported a position in Community Bank in Q1 2017 and has held it in 15 quarters since.
Winslow Evans & Crocker's Community Bank position peaked at $288K in Q2 2017.
226 funds tracked by Wall St. Rank held Community Bank as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.