Ridgewood Investments’s PacWest Bancorp PACW Stock Holding History

Ridgewood Investments’s Portfolio PACW Stock Details PACW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-8	Closed	-$74	–	873
2023 Q1	$74	Buy	+8	New	+$178	﹤0.01%	810
2020 Q1	–	Sell	-7,551	Closed	-$289K	–	206
2019 Q4	$289K	Buy	+7,551	New	+$284K	0.2%	138
2019 Q3	–	Sell	-5,490	Closed	-$213K	–	195
2019 Q2	$213K	Buy	+5,490	New	+$212K	0.17%	158

Other funds holding PACW

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ridgewood Investments's PACW Position: Q2 2023 in Review

Ridgewood Investments sold out of PacWest Bancorp (PACW) in Q2 2023, closing a stake of 8 shares — an estimated $74 sold.

Ridgewood Investments first reported a position in PACW in Q2 2019 and held it in 3 quarters. The position peaked at $289K in Q4 2019. 259 funds tracked by Wall St. Rank hold PACW as of Q2 2023.

Ridgewood Investments reported no remaining PacWest Bancorp position as of Q2 2023 after selling out during the quarter.
Ridgewood Investments sold 8 PacWest Bancorp shares in Q2 2023, an estimated $74.
Ridgewood Investments first reported a position in PacWest Bancorp in Q2 2019 and held it in 3 quarters.
Ridgewood Investments's PacWest Bancorp position peaked at $289K in Q4 2019.
259 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2023.

Based on Ridgewood Investments's 13F filing for Q2 2023, filed 7 Aug 2023.