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Macroview Investment Management’s Customers Bancorp CUBI Stock Holding History

Macroview Investment Management’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
2024
Q4 		– Sell
-77
Closed -$3.58K – 193
2024
Q3 		$3.58K Hold
77
– – ﹤0.01% 416
2024
Q2 		$3.69K Hold
77
– – ﹤0.01% 409
2024
Q1 		$4.09K Sell
77
-128
-62% -$6.74K ﹤0.01% 428
2023
Q4 		$11.8K Sell
205
-78
-28% -$3.38K 0.01% 227
2023
Q3 		$9.75K Sell
283
-162
-36% -$5.86K 0.01% 279
2023
Q2 		$13.5K Buy
+445
New +$9.97K 0.02% 172
2017
Q1 		– Sell
-30
Closed -$1K – 120
2016
Q4 		$1K Buy
+30
New +$886 0.01% 104

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macroview Investment Management's CUBI Position: Q4 2024 in Review

Macroview Investment Management sold out of Customers Bancorp (CUBI) in Q4 2024, closing a stake of 77 shares — an estimated $3.58K sold.

Macroview Investment Management first reported a position in CUBI in Q4 2016 and held it in 7 quarters. The position peaked at $13.5K in Q2 2023. 238 funds tracked by Wall St. Rank hold CUBI as of Q4 2024.

  • Macroview Investment Management reported no remaining Customers Bancorp position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 77 Customers Bancorp shares in Q4 2024, an estimated $3.58K.
  • Macroview Investment Management first reported a position in Customers Bancorp in Q4 2016 and held it in 7 quarters.
  • Macroview Investment Management's Customers Bancorp position peaked at $13.5K in Q2 2023.
  • 238 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.