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Charter Oak Capital Management’s East-West Bancorp EWBC Stock Holding History

Charter Oak Capital Management’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
2022
Q3 		– Sell
-53
Closed -$3K – 384
2022
Q2 		$3K Hold
53
– – ﹤0.01% 782
2022
Q1 		$4K Buy
+53
New +$4.47K ﹤0.01% 790

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Boston Partners
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State Street
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Macquarie Group
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CI Investments Inc
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Capital Research Global Investors
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Schroder Investment Management Group
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Charter Oak Capital Management's EWBC Position: Q3 2022 in Review

Charter Oak Capital Management sold out of East-West Bancorp (EWBC) in Q3 2022, closing a stake of 53 shares — an estimated $3K sold.

Charter Oak Capital Management first reported a position in EWBC in Q1 2022 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 425 funds tracked by Wall St. Rank hold EWBC as of Q3 2022.

  • Charter Oak Capital Management reported no remaining East-West Bancorp position as of Q3 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 53 East-West Bancorp shares in Q3 2022, an estimated $3K.
  • Charter Oak Capital Management first reported a position in East-West Bancorp in Q1 2022 and held it in 2 quarters.
  • Charter Oak Capital Management's East-West Bancorp position peaked at $4K in Q1 2022.
  • 425 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.