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Raymond James Trust’s East-West Bancorp EWBC Stock Holding History

Raymond James Trust’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
2024
Q3 		$623K Buy
7,528
+1,390
+23% +$111K 0.01% 679
2024
Q2 		$449K Sell
6,138
-84
-1% -$6.23K 0.01% 774
2024
Q1 		$492K Sell
6,222
-2,444
-28% -$179K 0.01% 728
2023
Q4 		$624K Buy
8,666
+2,131
+33% +$128K 0.02% 592
2023
Q3 		$344K Sell
6,535
-33
-0.5% -$1.85K 0.01% 807
2023
Q2 		$346K Buy
6,568
+49
+0.8% +$2.49K 0.01% 822
2023
Q1 		$362K Sell
6,519
-759
-10% -$52.4K 0.01% 778
2022
Q4 		$480K Sell
7,278
-152
-2% -$10.4K 0.02% 618
2022
Q3 		$499K Buy
7,430
+528
+8% +$37.6K 0.02% 586
2022
Q2 		$448K Sell
6,902
-183
-3% -$13.1K 0.02% 625
2022
Q1 		$560K Sell
7,085
-123
-2% -$10.4K 0.02% 592
2021
Q4 		$567K Sell
7,208
-137
-2% -$11K 0.02% 587
2021
Q3 		$570K Buy
7,345
+980
+15% +$71.3K 0.02% 574
2021
Q2 		$456K Sell
6,365
-118
-2% -$8.78K 0.02% 644
2021
Q1 		$479K Buy
6,483
+1,017
+19% +$69.2K 0.02% 611
2020
Q4 		$277K Buy
+5,466
New +$232K 0.01% 807
2020
Q1 		– Sell
-4,392
Closed -$214K – 858
2019
Q4 		$214K Buy
+4,392
New +$198K 0.01% 857
2018
Q4 		– Sell
-3,549
Closed -$215K – 852
2018
Q3 		$215K Buy
3,549
+178
+5% +$11.4K 0.01% 783
2018
Q2 		$220K Buy
+3,371
New +$228K 0.01% 740
2018
Q1 		– Sell
-6,137
Closed -$374K – 737
2017
Q4 		$374K Buy
6,137
+382
+7% +$22.8K 0.03% 474
2017
Q3 		$344K Buy
5,755
+412
+8% +$23.4K 0.02% 487
2017
Q2 		$313K Buy
5,343
+171
+3% +$9.41K 0.02% 514
2017
Q1 		$267K Buy
5,172
+1
+0% +$52 0.02% 537
2016
Q4 		$262K Buy
+5,171
New +$230K 0.02% 524

Other funds holding EWBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return

Raymond James Trust's EWBC Position: Q3 2024 in Review

Raymond James Trust increased its East-West Bancorp (EWBC) stake by 23% in Q3 2024, buying an estimated $111K and bringing the position to 7,528 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #679.

Raymond James Trust first reported a position in EWBC in Q4 2016 and has held it in 24 quarters since. The position peaked at $624K in Q4 2023. 468 funds tracked by Wall St. Rank hold EWBC as of Q3 2024.

  • Raymond James Trust held 7,528 shares of East-West Bancorp worth $623K as of Q3 2024.
  • Raymond James Trust bought 1,390 East-West Bancorp shares in Q3 2024, an estimated $111K.
  • East-West Bancorp made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #679 holding.
  • Raymond James Trust first reported a position in East-West Bancorp in Q4 2016 and has held it in 24 quarters since.
  • Raymond James Trust's East-West Bancorp position peaked at $624K in Q4 2023.
  • 468 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.