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Ellevest Inc’s East-West Bancorp EWBC Stock Holding History

Ellevest Inc’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
-1,026
Closed -$56.9K – 763
2023
Q1 		$56.9K Buy
1,026
+372
+57% +$25.7K ﹤0.01% 568
2022
Q4 		$43.1K Sell
654
-227
-26% -$15.5K ﹤0.01% 649
2022
Q3 		$59K Buy
881
+251
+40% +$17.9K 0.01% 536
2022
Q2 		$41K Buy
630
+557
+763% +$40K ﹤0.01% 607
2022
Q1 		$6K Hold
73
– – ﹤0.01% 980
2021
Q4 		$6K Buy
73
+24
+49% +$1.93K ﹤0.01% 948
2021
Q3 		$4K Hold
49
– – ﹤0.01% 1004
2021
Q2 		$4K Hold
49
– – ﹤0.01% 928
2021
Q1 		$4K Hold
49
– – ﹤0.01% 938
2020
Q4 		$2K Buy
49
+2
+4% +$85 ﹤0.01% 964
2020
Q3 		$2K Sell
47
-85
-64% -$3K ﹤0.01% 895
2020
Q2 		$5K Sell
132
-189
-59% -$6.31K ﹤0.01% 738
2020
Q1 		$8K Buy
321
+219
+215% +$9.12K ﹤0.01% 584
2019
Q4 		$5K Buy
+102
New +$4.6K ﹤0.01% 597

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

Ellevest Inc's EWBC Position: Q2 2023 in Review

Ellevest Inc sold out of East-West Bancorp (EWBC) in Q2 2023, closing a stake of 1,026 shares — an estimated $56.9K sold.

Ellevest Inc first reported a position in EWBC in Q4 2019 and held it in 14 quarters. The position peaked at $59K in Q3 2022. 392 funds tracked by Wall St. Rank hold EWBC as of Q2 2023.

  • Ellevest Inc reported no remaining East-West Bancorp position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 1,026 East-West Bancorp shares in Q2 2023, an estimated $56.9K.
  • Ellevest Inc first reported a position in East-West Bancorp in Q4 2019 and held it in 14 quarters.
  • Ellevest Inc's East-West Bancorp position peaked at $59K in Q3 2022.
  • 392 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.