LF
EWBC icon

Lee Financial’s East-West Bancorp EWBC Stock Holding History

Lee Financial’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
Q1 		– Sell
-14
Closed -$923 – 854
2022
Q4 		$923 Sell
14
-16
-53% -$1.09K ﹤0.01% 775
2022
Q3 		$2K Hold
30
– – ﹤0.01% 671
2022
Q2 		$2K Hold
30
– – ﹤0.01% 687
2022
Q1 		$2K Hold
30
– – ﹤0.01% 640
2021
Q4 		$2K Hold
30
– – ﹤0.01% 735
2021
Q3 		$2K Hold
30
– – ﹤0.01% 612
2021
Q2 		$2K Buy
+30
New +$2.23K ﹤0.01% 565

Other funds holding EWBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return

Lee Financial's EWBC Position: Q1 2023 in Review

Lee Financial sold out of East-West Bancorp (EWBC) in Q1 2023, closing a stake of 14 shares — an estimated $923 sold.

Lee Financial first reported a position in EWBC in Q2 2021 and held it in 7 quarters. The position peaked at $2K in Q3 2022. 409 funds tracked by Wall St. Rank hold EWBC as of Q1 2023.

  • Lee Financial reported no remaining East-West Bancorp position as of Q1 2023 after selling out during the quarter.
  • Lee Financial sold 14 East-West Bancorp shares in Q1 2023, an estimated $923.
  • Lee Financial first reported a position in East-West Bancorp in Q2 2021 and held it in 7 quarters.
  • Lee Financial's East-West Bancorp position peaked at $2K in Q3 2022.
  • 409 funds tracked by Wall St. Rank held East-West Bancorp as of Q1 2023.

Based on Lee Financial's 13F filing for Q1 2023, filed 15 May 2023.