Crossmark Global Holdings’s Customers Bancorp CUBI Stock Holding History

Crossmark Global Holdings’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
2021 Q4	–	Sell	-5,880	Closed	-$253K	–	1394
2021 Q3	$253K	Sell	5,880 -10	-0.2%	-$389	0.01%	1244
2021 Q2	$230K	Buy	+5,890	New	+$212K	0.01%	1312
2020 Q1	–	Sell	-9,700	Closed	-$231K	–	1294
2019 Q4	$231K	Sell	9,700 -570	-6%	-$13.1K	0.01%	1274
2019 Q3	$213K	Sell	10,270 -190	-2%	-$3.77K	0.01%	1236
2019 Q2	$220K	Buy	10,460 +350	+3%	+$7.3K	0.01%	1258
2019 Q1	$185K	Sell	10,110 -60	-0.6%	-$1.2K	0.01%	1334
2018 Q4	$185K	Buy	+10,170	New	+$203K	0.01%	1319
2017 Q4	–	Sell	-9,240	Closed	-$301K	–	1653
2017 Q3	$301K	Buy	+9,240	New	+$267K	0.01%	1312
2016 Q3	$301K	Buy	+9,240	New	+$239K	0.01%	1312

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Crossmark Global Holdings's CUBI Position: Q4 2021 in Review

Crossmark Global Holdings sold out of Customers Bancorp (CUBI) in Q4 2021, closing a stake of 5,880 shares — an estimated $253K sold.

Crossmark Global Holdings first reported a position in CUBI in Q3 2016 and held it in 9 quarters. The position peaked at $301K in Q3 2017. 222 funds tracked by Wall St. Rank hold CUBI as of Q4 2021.

Crossmark Global Holdings reported no remaining Customers Bancorp position as of Q4 2021 after selling out during the quarter.
Crossmark Global Holdings sold 5,880 Customers Bancorp shares in Q4 2021, an estimated $253K.
Crossmark Global Holdings first reported a position in Customers Bancorp in Q3 2016 and held it in 9 quarters.
Crossmark Global Holdings's Customers Bancorp position peaked at $301K in Q3 2017.
222 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2021.

Based on Crossmark Global Holdings's 13F filing for Q4 2021, filed 10 Jan 2022.