MWNA
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Marshall Wace North America’s Customers Bancorp CUBI Stock Holding History

Marshall Wace North America’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
Q3 		$276K Buy
+6,407
New +$249K ﹤0.01% 1267
2021
Q2 		– Sell
-8,149
Closed -$259K – 1507
2021
Q1 		$259K Sell
8,149
-4,465
-35% -$117K ﹤0.01% 1351
2020
Q4 		$229K Buy
+12,614
New +$200K ﹤0.01% 1209
2018
Q1 		– Sell
-26,129
Closed -$679K – 1479
2017
Q4 		$679K Buy
+26,129
New +$742K ﹤0.01% 1079
2017
Q3 		– Sell
-12,672
Closed -$355K – 1292
2017
Q2 		$355K Buy
+12,672
New +$374K ﹤0.01% 1143

Other funds holding CUBI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return