ZIM
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Zacks Investment Management’s Community Bank CBU Stock Holding History

Zacks Investment Management’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
2021
Q3 		– Sell
-11,112
Closed -$841K – 609
2021
Q2 		$841K Sell
11,112
-123
-1% -$9.69K 0.01% 387
2021
Q1 		$862K Buy
11,235
+610
+6% +$43.8K 0.02% 379
2020
Q4 		$662K Sell
10,625
-369
-3% -$22.6K 0.01% 390
2020
Q3 		$599K Buy
10,994
+2,890
+36% +$167K 0.01% 384
2020
Q2 		$462K Buy
+8,104
New +$477K 0.01% 397
2014
Q4 		– Sell
-6,970
Closed -$234K – 643
2014
Q3 		$234K Buy
+6,970
New +$247K 0.01% 604

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
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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zacks Investment Management's CBU Position: Q3 2021 in Review

Zacks Investment Management sold out of Community Bank (CBU) in Q3 2021, closing a stake of 11,112 shares — an estimated $841K sold.

Zacks Investment Management first reported a position in CBU in Q3 2014 and held it in 6 quarters. The position peaked at $862K in Q1 2021. 237 funds tracked by Wall St. Rank hold CBU as of Q3 2021.

  • Zacks Investment Management reported no remaining Community Bank position as of Q3 2021 after selling out during the quarter.
  • Zacks Investment Management sold 11,112 Community Bank shares in Q3 2021, an estimated $841K.
  • Zacks Investment Management first reported a position in Community Bank in Q3 2014 and held it in 6 quarters.
  • Zacks Investment Management's Community Bank position peaked at $862K in Q1 2021.
  • 237 funds tracked by Wall St. Rank held Community Bank as of Q3 2021.

Based on Zacks Investment Management's 13F filing for Q3 2021, filed 15 Nov 2021.