PCM
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Prelude Capital Management’s Customers Bancorp CUBI Stock Holding History

Prelude Capital Management’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 – 1271
2024
Q3 		$332K Buy
+7,143
New +$372K 0.02% 808
2023
Q4 		– Sell
-8,213
Closed -$283K – 1164
2023
Q3 		$283K Buy
+8,213
New +$297K 0.02% 695
2022
Q2 		– Sell
-30,778
Closed -$1.6M – 1849
2022
Q1 		$1.6M Buy
30,778
+2,466
+9% +$150K 0.05% 421
2021
Q4 		$1.85M Sell
28,312
-1,920
-6% -$105K 0.05% 346
2021
Q3 		$1.3M Sell
30,232
-704
-2% -$27.4K 0.03% 456
2021
Q2 		$1.21M Buy
+30,936
New +$1.11M 0.04% 514
2020
Q4 		– Sell
-100
Closed -$1K – 1405
2020
Q3 		$1K Hold
100
– – ﹤0.01% 1717
2020
Q2 		$1K Hold
100
– – ﹤0.01% 1862
2020
Q1 		$1K Sell
100
-124
-55% -$2.4K ﹤0.01% 1334
2019
Q4 		$5K Buy
+224
New +$5.14K ﹤0.01% 1769
2019
Q1 		– Sell
-338
Closed -$6K – 1815
2018
Q4 		$6K Buy
+338
New +$6.76K ﹤0.01% 1520
2017
Q3 		– Sell
-800
Closed -$23K – 1671
2017
Q2 		$23K Sell
800
-600
-43% -$17.7K ﹤0.01% 1223
2017
Q1 		$44K Sell
1,400
-1,910
-58% -$64.9K ﹤0.01% 1039
2016
Q4 		$119K Sell
3,310
-1,300
-28% -$38.4K 0.01% 768
2016
Q3 		$116K Buy
4,610
+1,000
+28% +$25.9K 0.01% 773
2016
Q2 		$91K Sell
3,610
-300
-8% -$7.63K 0.01% 797
2016
Q1 		$92K Buy
3,910
+600
+18% +$14.3K 0.01% 793
2015
Q4 		$90K Sell
3,310
-4,200
-56% -$117K 0.01% 847
2015
Q3 		$193K Buy
7,510
+2,900
+63% +$73.7K 0.03% 609
2015
Q2 		$124K Buy
4,610
+700
+18% +$17.9K 0.02% 822
2015
Q1 		$95K Sell
3,910
-1,200
-23% -$25.9K 0.01% 1023
2014
Q4 		$99K Hold
5,110
– – 0.01% 1007
2014
Q3 		$92K Buy
5,110
+600
+13% +$11.4K 0.01% 1124
2014
Q2 		$90K Buy
4,510
+1,320
+41% +$26.1K 0.01% 1129
2014
Q1 		$61K Buy
+3,190
New +$58.2K 0.01% 1220

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

Prelude Capital Management's CUBI Position: Q4 2024 in Review

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

Prelude Capital Management first reported a position in CUBI in Q1 2014 and held it in 25 quarters. The position peaked at $1.85M in Q4 2021. 238 funds tracked by Wall St. Rank hold CUBI as of Q4 2024.

  • Prelude Capital Management reported no remaining Customers Bancorp position as of Q4 2024 after selling out during the quarter.
  • Prelude Capital Management sold 7,143 Customers Bancorp shares in Q4 2024, an estimated $332K.
  • Prelude Capital Management first reported a position in Customers Bancorp in Q1 2014 and held it in 25 quarters.
  • Prelude Capital Management's Customers Bancorp position peaked at $1.85M in Q4 2021.
  • 238 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2024.

Based on Prelude Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.