Cutler Group’s Customers Bancorp CUBI Stock Holding History

Cutler Group’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
2023 Q3	–	Sell	-3,900	Closed	-$2K	–	3873
2023 Q2	$2K	Buy	3,900 +1,400	+56%	+$31.4K	﹤0.01%	2989
2023 Q1	$8K	Buy	+2,500	New	+$68.2K	﹤0.01%	2441
2022 Q4	–	Sell	-1,100	Closed	-$22K	–	4522
2022 Q3	$22K	Sell	1,100 -100	-8%	-$3.54K	﹤0.01%	2537
2022 Q2	$18K	Sell	1,200 -1,800	-60%	-$73.2K	﹤0.01%	2740
2022 Q1	$32K	Buy	+3,000	New	+$183K	﹤0.01%	2629
2018 Q4	–	Sell	-300	Closed	-$1K	–	4032
2018 Q3	$1K	Buy	+300	New	+$7.78K	﹤0.01%	3731
2018 Q2	–	Sell	-3,100	Closed	-$5K	–	4293
2018 Q1	$5K	Buy	+3,100	New	+$93.1K	﹤0.01%	3255
2017 Q2	–	Sell	-1,100	Closed	-$2K	–	6448
2017 Q1	$2K	Buy	+1,100	New	+$37.4K	﹤0.01%	5398
2016 Q2	–	Sell	-600	Closed	-$3K	–	6715
2016 Q1	$3K	Buy	+600	New	+$14.3K	﹤0.01%	5229

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DCM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cutler Group's CUBI Position: Q1 2024 in Review

Cutler Group sold out of Customers Bancorp (CUBI) in Q1 2024, closing a stake of 400 shares — an estimated $23K sold.

Cutler Group first reported a position in CUBI in Q1 2016 and held it in 20 quarters. The position peaked at $373K in Q1 2018. 241 funds tracked by Wall St. Rank hold CUBI as of Q1 2024.

Cutler Group reported no remaining Customers Bancorp position as of Q1 2024 after selling out during the quarter.
Cutler Group sold 400 Customers Bancorp shares in Q1 2024, an estimated $23K.
Cutler Group first reported a position in Customers Bancorp in Q1 2016 and held it in 20 quarters.
Cutler Group's Customers Bancorp position peaked at $373K in Q1 2018.
241 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.