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EAM Global Investors’s Customers Bancorp CUBI Stock Holding History

EAM Global Investors’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
Q1 		– Sell
-78,116
Closed -$4.5M – 100
2023
Q4 		$4.5M Buy
+78,116
New +$3.39M 1.09% 34
2022
Q2 		– Sell
-29,848
Closed -$1.56M – 203
2022
Q1 		$1.56M Sell
29,848
-46,132
-61% -$2.81M 0.29% 179
2021
Q4 		$4.97M Buy
75,980
+25,625
+51% +$1.41M 0.88% 16
2021
Q3 		$2.17M Sell
50,355
-9,437
-16% -$367K 0.51% 85
2021
Q2 		$2.33M Buy
+59,792
New +$2.15M 0.65% 72

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EAM Global Investors's CUBI Position: Q1 2024 in Review

EAM Global Investors sold out of Customers Bancorp (CUBI) in Q1 2024, closing a stake of 78,116 shares — an estimated $4.5M sold.

EAM Global Investors first reported a position in CUBI in Q2 2021 and held it in 5 quarters. The position peaked at $4.97M in Q4 2021. 241 funds tracked by Wall St. Rank hold CUBI as of Q1 2024.

  • EAM Global Investors reported no remaining Customers Bancorp position as of Q1 2024 after selling out during the quarter.
  • EAM Global Investors sold 78,116 Customers Bancorp shares in Q1 2024, an estimated $4.5M.
  • EAM Global Investors first reported a position in Customers Bancorp in Q2 2021 and held it in 5 quarters.
  • EAM Global Investors's Customers Bancorp position peaked at $4.97M in Q4 2021.
  • 241 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2024.

Based on EAM Global Investors's 13F filing for Q1 2024, filed 13 May 2024.