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Diversified Trust’s East-West Bancorp EWBC Stock Holding History

Diversified Trust’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
Q2 		– Sell
-5,139
Closed -$285K – 852
2023
Q1 		$285K Sell
5,139
-2,959
-37% -$204K 0.01% 640
2022
Q4 		$534K Buy
8,098
+1,099
+16% +$75.2K 0.02% 405
2022
Q3 		$470K Sell
6,999
-877
-11% -$62.4K 0.02% 413
2022
Q2 		$510K Buy
7,876
+324
+4% +$23.3K 0.02% 377
2022
Q1 		$597K Buy
+7,552
New +$637K 0.02% 390

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
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Diversified Trust's EWBC Position: Q2 2023 in Review

Diversified Trust sold out of East-West Bancorp (EWBC) in Q2 2023, closing a stake of 5,139 shares — an estimated $285K sold.

Diversified Trust first reported a position in EWBC in Q1 2022 and held it in 5 quarters. The position peaked at $597K in Q1 2022. 392 funds tracked by Wall St. Rank hold EWBC as of Q2 2023.

  • Diversified Trust reported no remaining East-West Bancorp position as of Q2 2023 after selling out during the quarter.
  • Diversified Trust sold 5,139 East-West Bancorp shares in Q2 2023, an estimated $285K.
  • Diversified Trust first reported a position in East-West Bancorp in Q1 2022 and held it in 5 quarters.
  • Diversified Trust's East-West Bancorp position peaked at $597K in Q1 2022.
  • 392 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2023.

Based on Diversified Trust's 13F filing for Q2 2023, filed 18 Jul 2023.