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Disciplined Investments’s Customers Bancorp CUBI Stock Holding History

Disciplined Investments’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
Q1 		– Sell
-1
Closed -$28 – 1684
2022
Q4 		$28 Sell
1
-1
-50% -$31 ﹤0.01% 1613
2022
Q3 		$0 Sell
2
-1
-33% -$35 ﹤0.01% 1303
2022
Q2 		$0 Buy
3
+1
+50% +$41 ﹤0.01% 1329
2022
Q1 		$0 Buy
+2
New +$122 ﹤0.01% 1391

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Disciplined Investments's CUBI Position: Q1 2023 in Review

Disciplined Investments sold out of Customers Bancorp (CUBI) in Q1 2023, closing a stake of 1 share — an estimated $28 sold.

Disciplined Investments first reported a position in CUBI in Q1 2022 and held it in 4 quarters. The position peaked at $28 in Q4 2022. 173 funds tracked by Wall St. Rank hold CUBI as of Q1 2023.

  • Disciplined Investments reported no remaining Customers Bancorp position as of Q1 2023 after selling out during the quarter.
  • Disciplined Investments sold 1 Customers Bancorp share in Q1 2023, an estimated $28.
  • Disciplined Investments first reported a position in Customers Bancorp in Q1 2022 and held it in 4 quarters.
  • Disciplined Investments's Customers Bancorp position peaked at $28 in Q4 2022.
  • 173 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2023.

Based on Disciplined Investments's 13F filing for Q1 2023, filed 10 May 2023.