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Olympiad Research’s Customers Bancorp CUBI Stock Holding History

Olympiad Research’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
2024
Q4 		– Sell
-7,143
Closed -$332K – 279
2024
Q3 		$332K Buy
+7,143
New +$372K 0.22% 160
2023
Q4 		– Sell
-8,213
Closed -$283K – 345
2023
Q3 		$283K Buy
+8,213
New +$297K 0.28% 136

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Olympiad Research's CUBI Position: Q4 2024 in Review

Olympiad Research sold out of Customers Bancorp (CUBI) in Q4 2024, closing a stake of 7,143 shares — an estimated $332K sold.

Olympiad Research first reported a position in CUBI in Q3 2023 and held it in 2 quarters. The position peaked at $332K in Q3 2024. 238 funds tracked by Wall St. Rank hold CUBI as of Q4 2024.

  • Olympiad Research reported no remaining Customers Bancorp position as of Q4 2024 after selling out during the quarter.
  • Olympiad Research sold 7,143 Customers Bancorp shares in Q4 2024, an estimated $332K.
  • Olympiad Research first reported a position in Customers Bancorp in Q3 2023 and held it in 2 quarters.
  • Olympiad Research's Customers Bancorp position peaked at $332K in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2024.

Based on Olympiad Research's 13F filing for Q4 2024, filed 3 Feb 2025.