Kowal Investment Group’s Customers Bancorp CUBI Stock Holding History

Kowal Investment Group’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	-3	Closed	–	–	303
2021 Q3	$0	Buy	+3	New	+$117	﹤0.01%	933

Other funds holding CUBI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kowal Investment Group's CUBI Position: Q4 2021 in Review

Kowal Investment Group sold out of Customers Bancorp (CUBI) in Q4 2021, closing a stake of 3 shares.

Kowal Investment Group first reported a position in CUBI in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 222 funds tracked by Wall St. Rank hold CUBI as of Q4 2021.

Kowal Investment Group reported no remaining Customers Bancorp position as of Q4 2021 after selling out during the quarter.
Kowal Investment Group sold 3 Customers Bancorp shares in Q4 2021.
Kowal Investment Group first reported a position in Customers Bancorp in Q3 2021 and held it in 1 quarter.
Kowal Investment Group's Customers Bancorp position peaked at $0 in Q3 2021.
222 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.