Pathstone Family Office’s East-West Bancorp EWBC Stock Holding History

Pathstone Family Office’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	$570K	Buy	10,820 +4,009	+59%	+$225K	﹤0.01%	978
2023 Q2	$350K	Sell	6,811 -455	-6%	-$23.1K	0.01%	910
2023 Q1	$408K	Sell	7,266 -11,864	-62%	-$819K	0.01%	781
2022 Q4	$1.18M	Buy	19,130 +1,099	+6%	+$75.2K	0.01%	707
2022 Q3	$1.21M	Buy	18,031 +6,596	+58%	+$469K	0.01%	646
2022 Q2	$741K	Sell	11,435 -1,459	-11%	-$105K	0.02%	427
2022 Q1	$1.14M	Sell	12,894 -5,363	-29%	-$453K	0.03%	295
2021 Q4	$1.44M	Sell	18,257 -966	-5%	-$77.7K	0.04%	245
2021 Q3	$1.49M	Buy	19,223 +4,704	+32%	+$342K	0.04%	211
2021 Q2	$1.04M	Buy	14,519 +8,616	+146%	+$641K	0.03%	263
2021 Q1	$436K	Buy	+5,903	New	+$402K	0.01%	375
2019 Q2	–	Sell	-76	Closed	-$4K	–	716
2019 Q1	$4K	Buy	+76	New	+$3.88K	﹤0.01%	633

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

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

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

Pathstone Family Office's EWBC Position: Q3 2023 in Review

Pathstone Family Office increased its East-West Bancorp (EWBC) stake by 59% in Q3 2023, buying an estimated $225K and bringing the position to 10,820 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Pathstone Family Office first reported a position in EWBC in Q1 2019 and has held it in 12 quarters since. The position peaked at $1.49M in Q3 2021. 396 funds tracked by Wall St. Rank hold EWBC as of Q3 2023.

Pathstone Family Office held 10,820 shares of East-West Bancorp worth $570K as of Q3 2023.
Pathstone Family Office bought 4,009 East-West Bancorp shares in Q3 2023, an estimated $225K.
East-West Bancorp made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #978 holding.
Pathstone Family Office first reported a position in East-West Bancorp in Q1 2019 and has held it in 12 quarters since.
Pathstone Family Office's East-West Bancorp position peaked at $1.49M in Q3 2021.
396 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.