Dimensional Fund Advisors
PACW

Dimensional Fund Advisors’s PacWest Bancorp PACW Stock Holding History

Dimensional Fund Advisors’s Portfolio PACW Stock Details PACW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,568,438
Closed -$20.3M – 3486
2023
Q3 		$20.3M Sell
2,568,438
-34,614
-1% -$289K 0.01% 1913
2023
Q2 		$21.2M Sell
2,603,052
-1,360,129
-34% -$11M 0.01% 1897
2023
Q1 		$38.6M Buy
3,963,181
+307,996
+8% +$6.85M 0.01% 1529
2022
Q4 		$83.9K Buy
3,655,185
+443,253
+14% +$10.8M 0.02% 910
2022
Q3 		$72.6M Sell
3,211,932
-451,954
-12% -$12.2M 0.03% 924
2022
Q2 		$97.7M Buy
3,663,886
+608,013
+20% +$19.7M 0.04% 753
2022
Q1 		$132M Buy
3,055,873
+78,424
+3% +$3.7M 0.04% 627
2021
Q4 		$134M Sell
2,977,449
-304,314
-9% -$14.2M 0.04% 637
2021
Q3 		$149M Sell
3,281,763
-66,373
-2% -$2.75M 0.05% 523
2021
Q2 		$138M Sell
3,348,136
-150,459
-4% -$6.44M 0.04% 575
2021
Q1 		$133M Buy
3,498,595
+53,093
+2% +$1.86M 0.04% 586
2020
Q4 		$87.5M Buy
3,445,502
+4,092
+0.1% +$91.3K 0.03% 875
2020
Q3 		$58.8M Sell
3,441,410
-238,216
-6% -$4.42M 0.02% 1052
2020
Q2 		$72.5M Sell
3,679,626
-97,527
-3% -$1.81M 0.03% 826
2020
Q1 		$67.7M Buy
3,777,153
+98,354
+3% +$3.08M 0.04% 724
2019
Q4 		$141M Sell
3,678,799
-65,852
-2% -$2.48M 0.05% 462
2019
Q3 		$136M Buy
3,744,651
+334,541
+10% +$12.1M 0.05% 450
2019
Q2 		$132M Sell
3,410,110
-23,776
-0.7% -$920K 0.05% 468
2019
Q1 		$129M Buy
3,433,886
+107,330
+3% +$4.16M 0.05% 462
2018
Q4 		$111M Buy
3,326,556
+68,782
+2% +$2.74M 0.05% 474
2018
Q3 		$155M Buy
3,257,774
+29,983
+0.9% +$1.51M 0.06% 369
2018
Q2 		$160M Buy
3,227,791
+71,944
+2% +$3.76M 0.06% 335
2018
Q1 		$156M Sell
3,155,847
-33,903
-1% -$1.77M 0.07% 331
2017
Q4 		$161M Buy
3,189,750
+128,200
+4% +$6.12M 0.07% 312
2017
Q3 		$155M Buy
3,061,550
+1,224
+0% +$57.2K 0.07% 314
2017
Q2 		$143M Buy
3,060,326
+140,530
+5% +$6.85M 0.07% 323
2017
Q1 		$156M Buy
2,919,796
+135,004
+5% +$7.4M 0.07% 274
2016
Q4 		$152M Buy
2,784,792
+60,022
+2% +$2.9M 0.08% 283
2016
Q3 		$117M Buy
2,724,770
+237,071
+10% +$9.88M 0.06% 365
2016
Q2 		$98.9M Buy
2,487,699
+425,724
+21% +$16.7M 0.06% 408
2016
Q1 		$76.6M Buy
2,061,975
+195,437
+10% +$6.92M 0.05% 535
2015
Q4 		$80.5M Sell
1,866,538
-92,578
-5% -$4.17M 0.05% 472
2015
Q3 		$83.9M Buy
1,959,116
+99,383
+5% +$4.45M 0.06% 413
2015
Q2 		$87M Sell
1,859,733
-497,792
-21% -$23M 0.05% 445
2015
Q1 		$111M Sell
2,357,525
-410,189
-15% -$18.5M 0.07% 309
2014
Q4 		$126M Sell
2,767,714
-434,587
-14% -$19.1M 0.08% 240
2014
Q3 		$132M Sell
3,202,301
-570,859
-15% -$23.9M 0.09% 193
2014
Q2 		$163M Buy
3,773,160
+2,920,868
+343% +$122M 0.11% 141
2014
Q1 		$36.7M Sell
852,292
-126,662
-13% -$5.34M 0.03% 921
2013
Q4 		$41.3M Buy
978,954
+13,625
+1% +$534K 0.03% 768
2013
Q3 		$33.2M Sell
965,329
-70,708
-7% -$2.4M 0.03% 859
2013
Q2 		$31.8M Buy
+1,036,037
New +$29.2M 0.03% 817

Other funds holding PACW

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Dimensional Fund Advisors's PACW Position: Q4 2023 in Review

Dimensional Fund Advisors sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 2,568,438 shares — an estimated $20.3M sold.

Dimensional Fund Advisors first reported a position in PACW in Q2 2013 and held it in 42 quarters. The position peaked at $163M in Q2 2014. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • Dimensional Fund Advisors reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • Dimensional Fund Advisors sold 2,568,438 PacWest Bancorp shares in Q4 2023, an estimated $20.3M.
  • Dimensional Fund Advisors first reported a position in PacWest Bancorp in Q2 2013 and held it in 42 quarters.
  • Dimensional Fund Advisors's PacWest Bancorp position peaked at $163M in Q2 2014.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Dimensional Fund Advisors's 13F filing for Q4 2023, filed 7 Feb 2024.