Sageworth Trust Company of South Dakota’s Customers Bancorp CUBI Stock Holding History

Sageworth Trust Company of South Dakota’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
2023 Q1	–	Sell	-23	Closed	-$1K	–	240
2022 Q4	$1K	Hold	23	–	–	﹤0.01%	227
2022 Q3	$1K	Sell	23 -15	-39%	-$531	﹤0.01%	214
2022 Q2	$1K	Sell	38 -50	-57%	-$2.03K	﹤0.01%	454
2022 Q1	$5K	Hold	88	–	–	0.01%	285
2021 Q4	$6K	Buy	+88	New	+$4.83K	0.01%	482

Other funds holding CUBI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Sageworth Trust Company of South Dakota's CUBI Position: Q1 2023 in Review

Sageworth Trust Company of South Dakota sold out of Customers Bancorp (CUBI) in Q1 2023, closing a stake of 23 shares — an estimated $1K sold.

Sageworth Trust Company of South Dakota first reported a position in CUBI in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q4 2021. 173 funds tracked by Wall St. Rank hold CUBI as of Q1 2023.

Sageworth Trust Company of South Dakota reported no remaining Customers Bancorp position as of Q1 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 23 Customers Bancorp shares in Q1 2023, an estimated $1K.
Sageworth Trust Company of South Dakota first reported a position in Customers Bancorp in Q4 2021 and held it in 5 quarters.
Sageworth Trust Company of South Dakota's Customers Bancorp position peaked at $6K in Q4 2021.
173 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q1 2023, filed 9 May 2023.