7CM
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7G Capital Management’s Customers Bancorp CUBI Stock Holding History

7G Capital Management’s Portfolio CUBI Stock Details CUBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-300
Closed -$10.3K – 9
2023
Q3 		$10.3K Hold
300
– – 0.01% 8
2023
Q2 		$9.08K Hold
300
– – ﹤0.01% 8
2023
Q1 		$5.56K Buy
+300
New +$8.18K ﹤0.01% 9

Other funds holding CUBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

7G Capital Management's CUBI Position: Q4 2023 in Review

7G Capital Management sold out of Customers Bancorp (CUBI) in Q4 2023, closing a stake of 300 shares — an estimated $10.3K sold.

7G Capital Management first reported a position in CUBI in Q1 2023 and held it in 3 quarters. The position peaked at $10.3K in Q3 2023. 256 funds tracked by Wall St. Rank hold CUBI as of Q4 2023.

  • 7G Capital Management reported no remaining Customers Bancorp position as of Q4 2023 after selling out during the quarter.
  • 7G Capital Management sold 300 Customers Bancorp shares in Q4 2023, an estimated $10.3K.
  • 7G Capital Management first reported a position in Customers Bancorp in Q1 2023 and held it in 3 quarters.
  • 7G Capital Management's Customers Bancorp position peaked at $10.3K in Q3 2023.
  • 256 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2023.

Based on 7G Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.