HI
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Harbour Investments’s Customers Bancorp CUBI Stock Holding History

Harbour Investments’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
Q4 		– Sell
-948
Closed -$41K – 2844
2021
Q3 		$41K Sell
948
-2
-0.2% -$78 ﹤0.01% 1888
2021
Q2 		$37K Sell
950
-14
-1% -$504 ﹤0.01% 1973
2021
Q1 		$31K Buy
+964
New +$25.4K ﹤0.01% 1942

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harbour Investments's CUBI Position: Q4 2021 in Review

Harbour Investments sold out of Customers Bancorp (CUBI) in Q4 2021, closing a stake of 948 shares — an estimated $41K sold.

Harbour Investments first reported a position in CUBI in Q1 2021 and held it in 3 quarters. The position peaked at $41K in Q3 2021. 222 funds tracked by Wall St. Rank hold CUBI as of Q4 2021.

  • Harbour Investments reported no remaining Customers Bancorp position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 948 Customers Bancorp shares in Q4 2021, an estimated $41K.
  • Harbour Investments first reported a position in Customers Bancorp in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's Customers Bancorp position peaked at $41K in Q3 2021.
  • 222 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.