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Disciplined Investments’s East-West Bancorp EWBC Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-24
Closed -$1.27K – 571
2023
Q2 		$1.27K Sell
24
-7
-23% -$355 ﹤0.01% 855
2023
Q1 		$1.72K Buy
31
+12
+63% +$828 ﹤0.01% 727
2022
Q4 		$1.25K Sell
19
-16
-46% -$1.09K ﹤0.01% 804
2022
Q3 		$2K Buy
35
+1
+3% +$71 ﹤0.01% 624
2022
Q2 		$2K Buy
34
+3
+10% +$215 ﹤0.01% 649
2022
Q1 		$2K Buy
+31
New +$2.62K ﹤0.01% 684

Other funds holding EWBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Disciplined Investments's EWBC Position: Q3 2023 in Review

Disciplined Investments sold out of East-West Bancorp (EWBC) in Q3 2023, closing a stake of 24 shares — an estimated $1.27K sold.

Disciplined Investments first reported a position in EWBC in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 395 funds tracked by Wall St. Rank hold EWBC as of Q3 2023.

  • Disciplined Investments reported no remaining East-West Bancorp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 24 East-West Bancorp shares in Q3 2023, an estimated $1.27K.
  • Disciplined Investments first reported a position in East-West Bancorp in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's East-West Bancorp position peaked at $2K in Q3 2022.
  • 395 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.