BI
EWBC icon

Berkeley Inc’s East-West Bancorp EWBC Stock Holding History

Berkeley Inc’s Portfolio EWBC Stock Details EWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,103
Closed -$1.09M – 71
2023
Q4 		$1.09M Sell
15,103
-95
-0.6% -$5.72K 0.68% 34
2023
Q3 		$801K Sell
15,198
-198
-1% -$11.1K 0.55% 41
2023
Q2 		$813K Sell
15,396
-1,206
-7% -$61.2K 0.55% 41
2023
Q1 		$921K Buy
16,602
+1,068
+7% +$73.7K 0.67% 36
2022
Q4 		$1.02M Buy
15,534
+9,884
+175% +$677K 0.77% 34
2022
Q3 		$379K Buy
5,650
+2,518
+80% +$179K 0.32% 58
2022
Q2 		$203K Buy
3,132
+6
+0.2% +$431 0.16% 82
2022
Q1 		$247K Buy
3,126
+11
+0.4% +$928 0.17% 85
2021
Q4 		$245K Buy
3,115
+9
+0.3% +$724 0.16% 83
2021
Q3 		$241K Buy
+3,106
New +$226K 0.18% 77
2021
Q1 		– Sell
-5,408
Closed -$274K – 81
2020
Q4 		$274K Buy
+5,408
New +$230K 0.22% 67

Other funds holding EWBC

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Berkeley Inc's EWBC Position: Q1 2024 in Review

Berkeley Inc sold out of East-West Bancorp (EWBC) in Q1 2024, closing a stake of 15,103 shares — an estimated $1.09M sold.

Berkeley Inc first reported a position in EWBC in Q4 2020 and held it in 11 quarters. The position peaked at $1.09M in Q4 2023. 419 funds tracked by Wall St. Rank hold EWBC as of Q1 2024.

  • Berkeley Inc reported no remaining East-West Bancorp position as of Q1 2024 after selling out during the quarter.
  • Berkeley Inc sold 15,103 East-West Bancorp shares in Q1 2024, an estimated $1.09M.
  • Berkeley Inc first reported a position in East-West Bancorp in Q4 2020 and held it in 11 quarters.
  • Berkeley Inc's East-West Bancorp position peaked at $1.09M in Q4 2023.
  • 419 funds tracked by Wall St. Rank held East-West Bancorp as of Q1 2024.

Based on Berkeley Inc's 13F filing for Q1 2024, filed 5 Mar 2025.