EAM
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Eagle Asset Management’s Customers Bancorp CUBI Stock Holding History

Eagle Asset Management’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
2024
Q2 		– Sell
-127,316
Closed -$6.59M – 566
2024
Q1 		$6.59M Buy
127,316
+63,456
+99% +$3.34M 0.03% 359
2023
Q4 		$3.68M Buy
+63,860
New +$2.77M 0.02% 406
2014
Q3 		– Sell
-68,972
Closed -$1.38M – 629
2014
Q2 		$1.38M Sell
68,972
-630,959
-90% -$12.5M 0.01% 611
2014
Q1 		$13.3M Buy
699,931
+65,718
+10% +$1.2M 0.07% 308
2013
Q4 		$11.8M Buy
634,213
+80,704
+15% +$1.29M 0.07% 296
2013
Q3 		$8.11M Buy
553,509
+301,898
+120% +$4.59M 0.04% 400
2013
Q2 		$3.72M Buy
+251,611
New +$3.9M 0.02% 508

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State Street
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American Century Companies
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Geode Capital Management
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HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return