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Capital Growth Management’s Customers Bancorp CUBI Stock Holding History

Capital Growth Management’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
Q1 		– Sell
-155,000
Closed -$10.1M – 57
2021
Q4 		$10.1M Buy
+155,000
New +$8.51M 0.93% 41

Other funds holding CUBI

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 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
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Capital Growth Management's CUBI Position: Q1 2022 in Review

Capital Growth Management sold out of Customers Bancorp (CUBI) in Q1 2022, closing a stake of 155,000 shares — an estimated $10.1M sold.

Capital Growth Management first reported a position in CUBI in Q4 2021 and held it in 1 quarter. The position peaked at $10.1M in Q4 2021. 232 funds tracked by Wall St. Rank hold CUBI as of Q1 2022.

  • Capital Growth Management reported no remaining Customers Bancorp position as of Q1 2022 after selling out during the quarter.
  • Capital Growth Management sold 155,000 Customers Bancorp shares in Q1 2022, an estimated $10.1M.
  • Capital Growth Management first reported a position in Customers Bancorp in Q4 2021 and held it in 1 quarter.
  • Capital Growth Management's Customers Bancorp position peaked at $10.1M in Q4 2021.
  • 232 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2022.

Based on Capital Growth Management's 13F filing for Q1 2022, filed 13 May 2022.