Ethic Inc’s PacWest Bancorp PACW Stock Holding History

Ethic Inc’s Portfolio PACW Stock Details PACW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-43,981	Closed	-$348K	–	1110
2023 Q3	$348K	Sell	43,981 -31,333	-42%	-$261K	0.01%	767
2023 Q2	$614K	Buy	75,314 +25,921	+52%	+$209K	0.02%	590
2023 Q1	$481K	Buy	49,393 +30,958	+168%	+$688K	0.02%	659
2022 Q4	$423K	Buy	+18,435	New	+$447K	0.02%	621
2022 Q2	–	Sell	-5,830	Closed	-$251K	–	810
2022 Q1	$251K	Buy	5,830 +335	+6%	+$15.8K	0.02%	653
2021 Q4	$248K	Buy	+5,495	New	+$256K	0.02%	565

Other funds holding PACW

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BCMLT

Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Ethic Inc's PACW Position: Q4 2023 in Review

Ethic Inc sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 43,981 shares — an estimated $348K sold.

Ethic Inc first reported a position in PACW in Q4 2021 and held it in 6 quarters. The position peaked at $614K in Q2 2023. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

Ethic Inc reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
Ethic Inc sold 43,981 PacWest Bancorp shares in Q4 2023, an estimated $348K.
Ethic Inc first reported a position in PacWest Bancorp in Q4 2021 and held it in 6 quarters.
Ethic Inc's PacWest Bancorp position peaked at $614K in Q2 2023.
4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

Based on Ethic Inc's 13F filing for Q4 2023, filed 14 Feb 2024.