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Freedom Investment Management’s Customers Bancorp CUBI Stock Holding History

Freedom Investment 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
2023
Q2 		– Sell
-11,774
Closed -$218K – 714
2023
Q1 		$218K Sell
11,774
-1,327
-10% -$36.2K 0.02% 635
2022
Q4 		$371K Sell
13,101
-245
-2% -$7.64K 0.04% 517
2022
Q3 		$393K Buy
13,346
+239
+2% +$8.46K 0.05% 489
2022
Q2 		$444K Buy
13,107
+175
+1% +$7.11K 0.05% 494
2022
Q1 		$674K Sell
12,932
-3,296
-20% -$201K 0.06% 387
2021
Q4 		$1.06M Sell
16,228
-1,754
-10% -$96.3K 0.08% 327
2021
Q3 		$774K Buy
17,982
+1,335
+8% +$52K 0.06% 391
2021
Q2 		$649K Sell
16,647
-5
-0% -$180 0.05% 460
2021
Q1 		$530K Sell
16,652
-5,193
-24% -$137K 0.04% 503
2020
Q4 		$397K Sell
21,845
-2,487
-10% -$39.4K 0.04% 398
2020
Q3 		$273K Sell
24,332
-2,728
-10% -$32.4K 0.03% 429
2020
Q2 		$325K Sell
27,060
-7,723
-22% -$86K 0.04% 382
2020
Q1 		$774K Buy
34,783
+5,287
+18% +$102K 0.07% 237
2019
Q4 		$702K Sell
29,496
-6,629
-18% -$152K 0.06% 268
2019
Q3 		$749K Buy
36,125
+5,399
+18% +$107K 0.07% 262
2019
Q2 		$645K Sell
30,726
-1,036
-3% -$21.6K 0.05% 299
2019
Q1 		$582K Buy
31,762
+482
+2% +$9.61K 0.05% 348
2018
Q4 		$569K Sell
31,280
-3,755
-11% -$75.1K 0.04% 394
2018
Q3 		$867K Buy
35,035
+3,341
+11% +$86.6K 0.05% 364
2018
Q2 		$899K Buy
+31,694
New +$947K 0.05% 364
2018
Q1 		– Sell
-12,431
Closed -$323K – 1133
2017
Q4 		$323K Buy
12,431
+3,488
+39% +$99K 0.02% 855
2017
Q3 		$292K Buy
+8,943
New +$258K 0.02% 864

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedom Investment Management's CUBI Position: Q2 2023 in Review

Freedom Investment Management sold out of Customers Bancorp (CUBI) in Q2 2023, closing a stake of 11,774 shares — an estimated $218K sold.

Freedom Investment Management first reported a position in CUBI in Q3 2017 and held it in 22 quarters. The position peaked at $1.06M in Q4 2021. 190 funds tracked by Wall St. Rank hold CUBI as of Q2 2023.

  • Freedom Investment Management reported no remaining Customers Bancorp position as of Q2 2023 after selling out during the quarter.
  • Freedom Investment Management sold 11,774 Customers Bancorp shares in Q2 2023, an estimated $218K.
  • Freedom Investment Management first reported a position in Customers Bancorp in Q3 2017 and held it in 22 quarters.
  • Freedom Investment Management's Customers Bancorp position peaked at $1.06M in Q4 2021.
  • 190 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2023.

Based on Freedom Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.