IP
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Interval Partners’s Customers Bancorp CUBI Stock Holding History

Interval Partners’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
Q1 		– Sell
-16,795
Closed -$476K – 282
2022
Q4 		$476K Sell
16,795
-1,036
-6% -$32.3K 0.04% 210
2022
Q3 		$526K Hold
17,831
– – 0.03% 255
2022
Q2 		$604K Sell
17,831
-14,530
-45% -$591K 0.04% 242
2022
Q1 		$1.69M Buy
32,361
+13,262
+69% +$808K 0.13% 209
2021
Q4 		$1.25M Buy
+19,099
New +$1.05M 0.09% 212

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Vanguard Group
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State Street
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Jacobs Levy Equity Management
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Federated Hermes
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NM
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Geode Capital Management
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ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $32.1B AUM 59.58% 1-Year Est. Return