Schroder Investment Management Group
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Schroder Investment Management Group’s Customers Bancorp CUBI Stock Holding History

Schroder Investment Management Group’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
2022
Q1 		– Sell
-3,855
Closed -$252K – 1408
2021
Q4 		$252K Sell
3,855
-1,210
-24% -$66.4K ﹤0.01% 1206
2021
Q3 		$218K Hold
5,065
– – ﹤0.01% 1318
2021
Q2 		$197K Hold
5,065
– – ﹤0.01% 1329
2021
Q1 		$162K Sell
5,065
-20,706
-80% -$545K ﹤0.01% 1342
2020
Q4 		$469K Buy
+25,771
New +$409K ﹤0.01% 1208

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Dimensional Fund Advisors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Schroder Investment Management Group's CUBI Position: Q1 2022 in Review

Schroder Investment Management Group sold out of Customers Bancorp (CUBI) in Q1 2022, closing a stake of 3,855 shares — an estimated $252K sold.

Schroder Investment Management Group first reported a position in CUBI in Q4 2020 and held it in 5 quarters. The position peaked at $469K in Q4 2020. 232 funds tracked by Wall St. Rank hold CUBI as of Q1 2022.

  • Schroder Investment Management Group reported no remaining Customers Bancorp position as of Q1 2022 after selling out during the quarter.
  • Schroder Investment Management Group sold 3,855 Customers Bancorp shares in Q1 2022, an estimated $252K.
  • Schroder Investment Management Group first reported a position in Customers Bancorp in Q4 2020 and held it in 5 quarters.
  • Schroder Investment Management Group's Customers Bancorp position peaked at $469K in Q4 2020.
  • 232 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2022.

Based on Schroder Investment Management Group's 13F filing for Q1 2022, filed 16 May 2022.