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Axiom Investors’s Customers Bancorp CUBI Stock Holding History

Axiom Investors’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
2022
Q3 		– Sell
-34,385
Closed -$1.17M – 120
2022
Q2 		$1.17M Sell
34,385
-30,525
-47% -$1.24M 0.04% 113
2022
Q1 		$3.38M Buy
64,910
+16,002
+33% +$975K 0.08% 93
2021
Q4 		$3.2M Buy
+48,908
New +$2.68M 0.06% 101

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Axiom Investors's CUBI Position: Q3 2022 in Review

Axiom Investors sold out of Customers Bancorp (CUBI) in Q3 2022, closing a stake of 34,385 shares — an estimated $1.17M sold.

Axiom Investors first reported a position in CUBI in Q4 2021 and held it in 3 quarters. The position peaked at $3.38M in Q1 2022. 206 funds tracked by Wall St. Rank hold CUBI as of Q3 2022.

  • Axiom Investors reported no remaining Customers Bancorp position as of Q3 2022 after selling out during the quarter.
  • Axiom Investors sold 34,385 Customers Bancorp shares in Q3 2022, an estimated $1.17M.
  • Axiom Investors first reported a position in Customers Bancorp in Q4 2021 and held it in 3 quarters.
  • Axiom Investors's Customers Bancorp position peaked at $3.38M in Q1 2022.
  • 206 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2022.

Based on Axiom Investors's 13F filing for Q3 2022, filed 10 Nov 2022.