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Winton Group’s CVB Financial CVBF Stock Holding History

Winton Group’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
2023
Q2 		– Sell
-66,526
Closed -$1.11M – 844
2023
Q1 		$1.11M Buy
66,526
+15,488
+30% +$353K 0.07% 411
2022
Q4 		$1.31M Buy
51,038
+3,008
+6% +$82K 0.09% 332
2022
Q3 		$1.22M Buy
48,030
+17,249
+56% +$449K 0.08% 346
2022
Q2 		$764K Buy
+30,781
New +$736K 0.04% 573
2018
Q4 		– Sell
-20,835
Closed -$465K – 894
2018
Q3 		$465K Buy
+20,835
New +$492K 0.01% 653

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Winton Group's CVBF Position: Q2 2023 in Review

Winton Group sold out of CVB Financial (CVBF) in Q2 2023, closing a stake of 66,526 shares — an estimated $1.11M sold.

Winton Group first reported a position in CVBF in Q3 2018 and held it in 5 quarters. The position peaked at $1.31M in Q4 2022. 214 funds tracked by Wall St. Rank hold CVBF as of Q2 2023.

  • Winton Group reported no remaining CVB Financial position as of Q2 2023 after selling out during the quarter.
  • Winton Group sold 66,526 CVB Financial shares in Q2 2023, an estimated $1.11M.
  • Winton Group first reported a position in CVB Financial in Q3 2018 and held it in 5 quarters.
  • Winton Group's CVB Financial position peaked at $1.31M in Q4 2022.
  • 214 funds tracked by Wall St. Rank held CVB Financial as of Q2 2023.

Based on Winton Group's 13F filing for Q2 2023, filed 14 Aug 2023.