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Moran Wealth Management’s East-West Bancorp EWBC Stock Holding History

Moran Wealth Management’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
Q3 		– Sell
-362,417
Closed -$19.1M – 383
2023
Q2 		$19.1M Buy
362,417
+4,188
+1% +$213K 0.72% 39
2023
Q1 		$19.9M Buy
358,229
+71,420
+25% +$4.93M 0.75% 36
2022
Q4 		$18.9M Buy
+286,809
New +$19.6M 0.72% 35

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Moran Wealth Management's EWBC Position: Q3 2023 in Review

Moran Wealth Management sold out of East-West Bancorp (EWBC) in Q3 2023, closing a stake of 362,417 shares — an estimated $19.1M sold.

Moran Wealth Management first reported a position in EWBC in Q4 2022 and held it in 3 quarters. The position peaked at $19.9M in Q1 2023. 395 funds tracked by Wall St. Rank hold EWBC as of Q3 2023.

  • Moran Wealth Management reported no remaining East-West Bancorp position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 362,417 East-West Bancorp shares in Q3 2023, an estimated $19.1M.
  • Moran Wealth Management first reported a position in East-West Bancorp in Q4 2022 and held it in 3 quarters.
  • Moran Wealth Management's East-West Bancorp position peaked at $19.9M in Q1 2023.
  • 395 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.