Occidental Asset Management’s East-West Bancorp EWBC Stock Holding History

Occidental Asset 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 Q2	–	Sell	-21,163	Closed	-$1.17M	–	222
2023 Q1	$1.17M	Buy	21,163 +1,748	+9%	+$121K	0.29%	95
2022 Q4	$1.28M	Buy	19,415 +3,310	+21%	+$227K	0.35%	84
2022 Q3	$1.08M	Buy	16,105 +1,052	+7%	+$74.8K	0.32%	83
2022 Q2	$975K	Sell	15,053 -125	-0.8%	-$8.97K	0.29%	94
2022 Q1	$1.2M	Buy	15,178 +330	+2%	+$27.9K	0.31%	86
2021 Q4	$1.17M	Buy	14,848 +617	+4%	+$49.6K	0.28%	99
2021 Q3	$1.1M	Buy	14,231 +966	+7%	+$70.3K	0.29%	93
2021 Q2	$951K	Buy	+13,265	New	+$986K	0.25%	103

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

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

HCM

Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Occidental Asset Management's EWBC Position: Q2 2023 in Review

Occidental Asset Management sold out of East-West Bancorp (EWBC) in Q2 2023, closing a stake of 21,163 shares — an estimated $1.17M sold.

Occidental Asset Management first reported a position in EWBC in Q2 2021 and held it in 8 quarters. The position peaked at $1.28M in Q4 2022. 392 funds tracked by Wall St. Rank hold EWBC as of Q2 2023.

Occidental Asset Management reported no remaining East-West Bancorp position as of Q2 2023 after selling out during the quarter.
Occidental Asset Management sold 21,163 East-West Bancorp shares in Q2 2023, an estimated $1.17M.
Occidental Asset Management first reported a position in East-West Bancorp in Q2 2021 and held it in 8 quarters.
Occidental Asset Management's East-West Bancorp position peaked at $1.28M in Q4 2022.
392 funds tracked by Wall St. Rank held East-West Bancorp as of Q2 2023.

Based on Occidental Asset Management's 13F filing for Q2 2023, filed 12 Jul 2023.