Baird Financial Group
PACW

Baird Financial Group’s PacWest Bancorp PACW Stock Holding History

Baird Financial Group’s Portfolio PACW Stock Details PACW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-26,698
Closed -$613K – 1773
2022
Q4 		$613K Sell
26,698
-821
-3% -$19.9K ﹤0.01% 1217
2022
Q3 		$622K Sell
27,519
-9,036
-25% -$243K ﹤0.01% 1215
2022
Q2 		$974K Buy
36,555
+773
+2% +$25K ﹤0.01% 1094
2022
Q1 		$1.54M Sell
35,782
-1,293
-3% -$61K ﹤0.01% 989
2021
Q4 		$1.68M Sell
37,075
-3,687
-9% -$172K ﹤0.01% 1000
2021
Q3 		$1.85M Buy
40,762
+3,257
+9% +$135K ﹤0.01% 975
2021
Q2 		$1.54M Sell
37,505
-1,002
-3% -$42.9K ﹤0.01% 1017
2021
Q1 		$1.47M Buy
38,507
+7,538
+24% +$264K ﹤0.01% 998
2020
Q4 		$787K Buy
30,969
+146
+0.5% +$3.26K ﹤0.01% 1088
2020
Q3 		$526K Sell
30,823
-23,119
-43% -$429K ﹤0.01% 1137
2020
Q2 		$1.06M Buy
53,942
+28,208
+110% +$523K ﹤0.01% 912
2020
Q1 		$461K Buy
25,734
+6,970
+37% +$218K ﹤0.01% 1086
2019
Q4 		$718K Sell
18,764
-78
-0.4% -$2.93K ﹤0.01% 1074
2019
Q3 		$681K Buy
18,842
+6,913
+58% +$250K ﹤0.01% 1080
2019
Q2 		$463K Buy
11,929
+2,209
+23% +$85.4K ﹤0.01% 1215
2019
Q1 		$366K Buy
9,720
+1,057
+12% +$40.9K ﹤0.01% 1095
2018
Q4 		$288K Buy
+8,663
New +$345K ﹤0.01% 1135
2016
Q2 		– Sell
-29,002
Closed -$1.08M – 1271
2016
Q1 		$1.08M Buy
+29,002
New +$1.03M 0.01% 695

Other funds holding PACW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Baird Financial Group's PACW Position: Q1 2023 in Review

Baird Financial Group sold out of PacWest Bancorp (PACW) in Q1 2023, closing a stake of 26,698 shares — an estimated $613K sold.

Baird Financial Group first reported a position in PACW in Q1 2016 and held it in 18 quarters. The position peaked at $1.85M in Q3 2021. 276 funds tracked by Wall St. Rank hold PACW as of Q1 2023.

  • Baird Financial Group reported no remaining PacWest Bancorp position as of Q1 2023 after selling out during the quarter.
  • Baird Financial Group sold 26,698 PacWest Bancorp shares in Q1 2023, an estimated $613K.
  • Baird Financial Group first reported a position in PacWest Bancorp in Q1 2016 and held it in 18 quarters.
  • Baird Financial Group's PacWest Bancorp position peaked at $1.85M in Q3 2021.
  • 276 funds tracked by Wall St. Rank held PacWest Bancorp as of Q1 2023.

Based on Baird Financial Group's 13F filing for Q1 2023, filed 15 May 2023.