FORA Capital’s Customers Bancorp CUBI Stock Holding History

FORA Capital’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
2021 Q3	–	Sell	-859	Closed	-$33K	–	476
2021 Q2	$33K	Buy	+859	New	+$30.9K	0.01%	771

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

FORA Capital's CUBI Position: Q3 2021 in Review

FORA Capital sold out of Customers Bancorp (CUBI) in Q3 2021, closing a stake of 859 shares — an estimated $33K sold.

FORA Capital first reported a position in CUBI in Q2 2021 and held it in 1 quarter. The position peaked at $33K in Q2 2021. 207 funds tracked by Wall St. Rank hold CUBI as of Q3 2021.

FORA Capital reported no remaining Customers Bancorp position as of Q3 2021 after selling out during the quarter.
FORA Capital sold 859 Customers Bancorp shares in Q3 2021, an estimated $33K.
FORA Capital first reported a position in Customers Bancorp in Q2 2021 and held it in 1 quarter.
FORA Capital's Customers Bancorp position peaked at $33K in Q2 2021.
207 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2021.

Based on FORA Capital's 13F filing for Q3 2021, filed 15 Nov 2021.