Next Financial Group’s East-West Bancorp EWBC Stock Holding History

Next Financial Group’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
2021 Q4	$13K	Buy	171 +25	+17%	+$2.01K	﹤0.01%	2076
2021 Q3	$11K	Buy	146 +13	+10%	+$946	﹤0.01%	2002
2021 Q2	$9K	Buy	133 +16	+14%	+$1.19K	﹤0.01%	2019
2021 Q1	$9K	Hold	117	–	–	﹤0.01%	1910
2020 Q4	$6K	Hold	117	–	–	﹤0.01%	1925
2020 Q3	$4K	Buy	+117	New	+$4.13K	﹤0.01%	1899
2020 Q2	–	Sell	-117	Closed	-$3K	–	986
2020 Q1	$3K	Sell	117 -148	-56%	-$6.16K	﹤0.01%	1823
2019 Q4	$13K	Buy	265 +27	+11%	+$1.22K	﹤0.01%	1671
2019 Q3	$11K	Sell	238 -226	-49%	-$9.93K	﹤0.01%	1673
2019 Q2	$22K	Buy	464 +112	+32%	+$5.37K	﹤0.01%	1426
2019 Q1	$17K	Buy	+352	New	+$18K	﹤0.01%	999
2015 Q4	–	Sell	-17	Closed	–	–	1823
2015 Q3	$0	Hold	17	–	–	﹤0.01%	1856
2015 Q2	$0	Hold	17	–	–	﹤0.01%	1870
2015 Q1	$0	Hold	17	–	–	﹤0.01%	1868
2014 Q4	$1K	Hold	17	–	–	﹤0.01%	1802
2014 Q3	$1K	Hold	17	–	–	﹤0.01%	2410
2014 Q2	$1K	Buy	+17	New	+$590	﹤0.01%	1136

Other funds holding EWBC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Next Financial Group's EWBC Position: Q4 2021 in Review

Next Financial Group increased its East-West Bancorp (EWBC) stake by 17% in Q4 2021, buying an estimated $2.01K and bringing the position to 171 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2076.

Next Financial Group first reported a position in EWBC in Q2 2014 and has held it in 17 quarters since. The position peaked at $22K in Q2 2019. 429 funds tracked by Wall St. Rank hold EWBC as of Q4 2021.

Next Financial Group held 171 shares of East-West Bancorp worth $13K as of Q4 2021.
Next Financial Group bought 25 East-West Bancorp shares in Q4 2021, an estimated $2.01K.
East-West Bancorp made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2076 holding.
Next Financial Group first reported a position in East-West Bancorp in Q2 2014 and has held it in 17 quarters since.
Next Financial Group's East-West Bancorp position peaked at $22K in Q2 2019.
429 funds tracked by Wall St. Rank held East-West Bancorp as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.