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SevenOneSeven Capital Management’s Customers Bancorp CUBI Stock Holding History

SevenOneSeven 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
2023
Q1 		– Sell
-8,713
Closed -$247K – 57
2022
Q4 		$247K Buy
8,713
+315
+4% +$9.82K 0.53% 48
2022
Q3 		$248K Buy
+8,398
New +$297K 0.58% 44

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State Street
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Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

SevenOneSeven Capital Management's CUBI Position: Q1 2023 in Review

SevenOneSeven Capital Management sold out of Customers Bancorp (CUBI) in Q1 2023, closing a stake of 8,713 shares — an estimated $247K sold.

SevenOneSeven Capital Management first reported a position in CUBI in Q3 2022 and held it in 2 quarters. The position peaked at $248K in Q3 2022. 173 funds tracked by Wall St. Rank hold CUBI as of Q1 2023.

  • SevenOneSeven Capital Management reported no remaining Customers Bancorp position as of Q1 2023 after selling out during the quarter.
  • SevenOneSeven Capital Management sold 8,713 Customers Bancorp shares in Q1 2023, an estimated $247K.
  • SevenOneSeven Capital Management first reported a position in Customers Bancorp in Q3 2022 and held it in 2 quarters.
  • SevenOneSeven Capital Management's Customers Bancorp position peaked at $248K in Q3 2022.
  • 173 funds tracked by Wall St. Rank held Customers Bancorp as of Q1 2023.

Based on SevenOneSeven Capital Management's 13F filing for Q1 2023, filed 15 May 2023.