AG
CUBI icon

Aperio Group’s Customers Bancorp CUBI Stock Holding History

Aperio Group’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
2020
Q4 		$1.5M Buy
82,521
+6,728
+9% +$107K ﹤0.01% 1373
2020
Q3 		$849K Buy
75,793
+33,060
+77% +$392K ﹤0.01% 1524
2020
Q2 		$514K Buy
42,733
+22,245
+109% +$248K ﹤0.01% 1763
2020
Q1 		$224K Sell
20,488
-1,679
-8% -$32.5K ﹤0.01% 2049
2019
Q4 		$528K Sell
22,167
-825
-4% -$18.9K ﹤0.01% 1772
2019
Q3 		$477K Sell
22,992
-4,452
-16% -$88.3K ﹤0.01% 1778
2019
Q2 		$576K Buy
27,444
+676
+3% +$14.1K ﹤0.01% 1701
2019
Q1 		$490K Sell
26,768
-5,618
-17% -$112K ﹤0.01% 1765
2018
Q4 		$589K Buy
+32,386
New +$648K ﹤0.01% 1585
2018
Q3 		– Sell
-11,103
Closed -$315K – 2291
2018
Q2 		$315K Buy
11,103
+178
+2% +$5.32K ﹤0.01% 1973
2018
Q1 		$318K Buy
10,925
+466
+4% +$14K ﹤0.01% 1922
2017
Q4 		$272K Buy
10,459
+2,166
+26% +$61.5K ﹤0.01% 1999
2017
Q3 		$271K Buy
+8,293
New +$239K ﹤0.01% 1970

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return

Aperio Group's CUBI Position: Q4 2020 in Review

Aperio Group increased its Customers Bancorp (CUBI) stake by 8.9% in Q4 2020, buying an estimated $107K and bringing the position to 82,521 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Aperio Group first reported a position in CUBI in Q3 2017 and has held it in 13 quarters since. 149 funds tracked by Wall St. Rank hold CUBI as of Q4 2020.

  • Aperio Group held 82,521 shares of Customers Bancorp worth $1.5M as of Q4 2020.
  • Aperio Group bought 6,728 Customers Bancorp shares in Q4 2020, an estimated $107K.
  • Customers Bancorp made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1373 holding.
  • Aperio Group first reported a position in Customers Bancorp in Q3 2017 and has held it in 13 quarters since.
  • 149 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.