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Navellier & Associates’s Customers Bancorp CUBI Stock Holding History

Navellier & Associates’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
2022
Q3 		– Sell
-20,791
Closed -$705K – 267
2022
Q2 		$705K Sell
20,791
-730
-3% -$29.7K 0.15% 145
2022
Q1 		$1.12M Buy
+21,521
New +$1.31M 0.19% 120

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Navellier & Associates's CUBI Position: Q3 2022 in Review

Navellier & Associates sold out of Customers Bancorp (CUBI) in Q3 2022, closing a stake of 20,791 shares — an estimated $705K sold.

Navellier & Associates first reported a position in CUBI in Q1 2022 and held it in 2 quarters. The position peaked at $1.12M in Q1 2022. 206 funds tracked by Wall St. Rank hold CUBI as of Q3 2022.

  • Navellier & Associates reported no remaining Customers Bancorp position as of Q3 2022 after selling out during the quarter.
  • Navellier & Associates sold 20,791 Customers Bancorp shares in Q3 2022, an estimated $705K.
  • Navellier & Associates first reported a position in Customers Bancorp in Q1 2022 and held it in 2 quarters.
  • Navellier & Associates's Customers Bancorp position peaked at $1.12M in Q1 2022.
  • 206 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2022.

Based on Navellier & Associates's 13F filing for Q3 2022, filed 9 Nov 2022.