Capital Fund Management (CFM)
CUBI icon

Capital Fund Management (CFM)’s Customers Bancorp CUBI Stock Holding History

Capital Fund Management (CFM)’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
Q4 		– Sell
-10,013
Closed -$295K – 1436
2022
Q3 		$295K Sell
10,013
-6,101
-38% -$216K ﹤0.01% 1355
2022
Q2 		$546K Buy
+16,114
New +$655K 0.01% 1225
2017
Q2 		– Sell
-28,200
Closed -$889K – 1497
2017
Q1 		$889K Buy
+28,200
New +$959K 0.01% 959

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State Street
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Capital Fund Management (CFM)'s CUBI Position: Q4 2022 in Review

Capital Fund Management (CFM) sold out of Customers Bancorp (CUBI) in Q4 2022, closing a stake of 10,013 shares — an estimated $295K sold.

Capital Fund Management (CFM) first reported a position in CUBI in Q1 2017 and held it in 3 quarters. The position peaked at $889K in Q1 2017. 209 funds tracked by Wall St. Rank hold CUBI as of Q4 2022.

  • Capital Fund Management (CFM) reported no remaining Customers Bancorp position as of Q4 2022 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 10,013 Customers Bancorp shares in Q4 2022, an estimated $295K.
  • Capital Fund Management (CFM) first reported a position in Customers Bancorp in Q1 2017 and held it in 3 quarters.
  • Capital Fund Management (CFM)'s Customers Bancorp position peaked at $889K in Q1 2017.
  • 209 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2022.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2022, filed 13 Feb 2023.