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Granahan Investment Management’s Customers Bancorp CUBI Stock Holding History

Granahan 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
2022
Q4 		– Sell
-99,311
Closed -$2.93M – 173
2022
Q3 		$2.93M Buy
99,311
+12,262
+14% +$434K 0.1% 152
2022
Q2 		$2.95M Buy
+87,049
New +$3.54M 0.1% 150
2017
Q3 		– Sell
-84,504
Closed -$2.39M – 225
2017
Q2 		$2.39M Sell
84,504
-221,327
-72% -$6.54M 0.22% 128
2017
Q1 		$9.64M Sell
305,831
-705,091
-70% -$24M 0.97% 34
2016
Q4 		$36.2M Buy
1,010,922
+388,287
+62% +$11.5M 1.24% 15
2016
Q3 		$15.7M Buy
622,635
+62,028
+11% +$1.6M 0.51% 83
2016
Q2 		$14.1M Buy
560,607
+19,700
+4% +$501K 0.51% 79
2016
Q1 		$12.8M Buy
540,907
+56,907
+12% +$1.36M 0.46% 80
2015
Q4 		$13.2M Buy
484,000
+65,800
+16% +$1.84M 0.45% 83
2015
Q3 		$10.7M Buy
418,200
+319,900
+325% +$8.13M 0.33% 107
2015
Q2 		$2.64M Buy
+98,300
New +$2.51M 0.07% 206

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

Granahan Investment Management's CUBI Position: Q4 2022 in Review

Granahan Investment Management sold out of Customers Bancorp (CUBI) in Q4 2022, closing a stake of 99,311 shares — an estimated $2.93M sold.

Granahan Investment Management first reported a position in CUBI in Q2 2015 and held it in 11 quarters. The position peaked at $36.2M in Q4 2016. 209 funds tracked by Wall St. Rank hold CUBI as of Q4 2022.

  • Granahan Investment Management reported no remaining Customers Bancorp position as of Q4 2022 after selling out during the quarter.
  • Granahan Investment Management sold 99,311 Customers Bancorp shares in Q4 2022, an estimated $2.93M.
  • Granahan Investment Management first reported a position in Customers Bancorp in Q2 2015 and held it in 11 quarters.
  • Granahan Investment Management's Customers Bancorp position peaked at $36.2M in Q4 2016.
  • 209 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2022.

Based on Granahan Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.