Advisory Research’s Customers Bancorp CUBI Stock Holding History

Advisory Research’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
2024 Q1	–	Sell	-54,080	Closed	-$3.12M	–	198
2023 Q4	$3.12M	Buy	+54,080	New	+$2.35M	0.48%	51

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Advisory Research's CUBI Position: Q1 2024 in Review

Advisory Research sold out of Customers Bancorp (CUBI) in Q1 2024, closing a stake of 54,080 shares — an estimated $3.12M sold.

Advisory Research first reported a position in CUBI in Q4 2023 and held it in 1 quarter. The position peaked at $3.12M in Q4 2023. 241 funds tracked by Wall St. Rank hold CUBI as of Q1 2024.

Advisory Research reported no remaining Customers Bancorp position as of Q1 2024 after selling out during the quarter.
Advisory Research sold 54,080 Customers Bancorp shares in Q1 2024, an estimated $3.12M.
Advisory Research first reported a position in Customers Bancorp in Q4 2023 and held it in 1 quarter.
Advisory Research's Customers Bancorp position peaked at $3.12M in Q4 2023.
241 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.