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Jackson Grant Investment Advisers’s East-West Bancorp EWBC Stock Holding History

Jackson Grant Investment Advisers’s Portfolio EWBC Stock Details EWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-19
Closed -$1.05K – 440
2023
Q1 		$1.05K Buy
+19
New +$1.31K ﹤0.01% 443

Other funds holding EWBC

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Jackson Grant Investment Advisers's EWBC Position: Q2 2023 in Review

Jackson Grant Investment Advisers sold out of East-West Bancorp (EWBC) in Q2 2023, closing a stake of 19 shares — an estimated $1.05K sold.

Jackson Grant Investment Advisers first reported a position in EWBC in Q1 2023 and held it in 1 quarter. The position peaked at $1.05K in Q1 2023. 392 funds tracked by Wall St. Rank hold EWBC as of Q2 2023.

  • Jackson Grant Investment Advisers reported no remaining East-West Bancorp position as of Q2 2023 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 19 East-West Bancorp shares in Q2 2023, an estimated $1.05K.
  • Jackson Grant Investment Advisers first reported a position in East-West Bancorp in Q1 2023 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's East-West Bancorp position peaked at $1.05K in Q1 2023.
  • 392 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2023.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.