Kula Investments’s Customers Bancorp CUBI Stock Holding History

Kula 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
2023 Q1	–	Sell	-17,422	Closed	-$494K	–	656
2022 Q4	$494K	Buy	+17,422	New	+$543K	0.15%	216

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Kula Investments's CUBI Position: Q1 2023 in Review

Kula Investments sold out of Customers Bancorp (CUBI) in Q1 2023, closing a stake of 17,422 shares — an estimated $494K sold.

Kula Investments first reported a position in CUBI in Q4 2022 and held it in 1 quarter. The position peaked at $494K in Q4 2022. 173 funds tracked by Wall St. Rank hold CUBI as of Q1 2023.

Kula Investments reported no remaining Customers Bancorp position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 17,422 Customers Bancorp shares in Q1 2023, an estimated $494K.
Kula Investments first reported a position in Customers Bancorp in Q4 2022 and held it in 1 quarter.
Kula Investments's Customers Bancorp position peaked at $494K in Q4 2022.
173 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.