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Systematic Financial Management’s Customers Bancorp CUBI Stock Holding History

Systematic Financial 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
2024
Q4 		– Sell
-12,360
Closed -$574K – 273
2024
Q3 		$574K Buy
+12,360
New +$643K 0.01% 262
2020
Q3 		– Sell
-26,985
Closed -$324K – 300
2020
Q2 		$324K Buy
26,985
+12,970
+93% +$145K 0.02% 299
2020
Q1 		$153K Sell
14,015
-12,870
-48% -$249K 0.01% 433
2019
Q4 		$640K Buy
26,885
+765
+3% +$17.6K 0.03% 285
2019
Q3 		$542K Sell
26,120
-11,835
-31% -$235K 0.02% 346
2019
Q2 		$797K Sell
37,955
-23,305
-38% -$486K 0.03% 458
2019
Q1 		$1.12M Sell
61,260
-3,730
-6% -$74.4K 0.04% 447
2018
Q4 		$1.18M Buy
64,990
+8,850
+16% +$177K 0.04% 331
2018
Q3 		$1.32M Buy
56,140
+9,645
+21% +$250K 0.03% 450
2018
Q2 		$1.32M Sell
46,495
-1,720
-4% -$51.4K 0.03% 466
2018
Q1 		$1.41M Sell
48,215
-5,545
-10% -$166K 0.03% 407
2017
Q4 		$1.4M Sell
53,760
-1,605
-3% -$45.5K 0.03% 451
2017
Q3 		$1.81M Sell
55,365
-3,075
-5% -$88.7K 0.04% 283
2017
Q2 		$1.65M Buy
+58,440
New +$1.73M 0.03% 471
2016
Q3 		– Sell
-71,050
Closed -$1.78M – 603
2016
Q2 		$1.78M Buy
71,050
+8,630
+14% +$220K 0.02% 406
2016
Q1 		$1.47M Sell
62,420
-194,838
-76% -$4.65M 0.02% 475
2015
Q4 		$7M Sell
257,258
-33,155
-11% -$925K 0.08% 238
2015
Q3 		$7.46M Buy
290,413
+79,720
+38% +$2.03M 0.08% 250
2015
Q2 		$5.67M Sell
210,693
-80,660
-28% -$2.06M 0.05% 315
2015
Q1 		$7.1M Buy
291,353
+83,460
+40% +$1.8M 0.06% 313
2014
Q4 		$4.04M Sell
207,893
-126,225
-38% -$2.34M 0.03% 365
2014
Q3 		$6M Buy
334,118
+126,123
+61% +$2.39M 0.04% 324
2014
Q2 		$4.16M Buy
207,995
+55,700
+37% +$1.1M 0.03% 359
2014
Q1 		$2.89M Buy
+152,295
New +$2.78M 0.02% 390

Other funds holding CUBI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Systematic Financial Management's CUBI Position: Q4 2024 in Review

Systematic Financial Management sold out of Customers Bancorp (CUBI) in Q4 2024, closing a stake of 12,360 shares — an estimated $574K sold.

Systematic Financial Management first reported a position in CUBI in Q1 2014 and held it in 24 quarters. The position peaked at $7.46M in Q3 2015. 238 funds tracked by Wall St. Rank hold CUBI as of Q4 2024.

  • Systematic Financial Management reported no remaining Customers Bancorp position as of Q4 2024 after selling out during the quarter.
  • Systematic Financial Management sold 12,360 Customers Bancorp shares in Q4 2024, an estimated $574K.
  • Systematic Financial Management first reported a position in Customers Bancorp in Q1 2014 and held it in 24 quarters.
  • Systematic Financial Management's Customers Bancorp position peaked at $7.46M in Q3 2015.
  • 238 funds tracked by Wall St. Rank held Customers Bancorp as of Q4 2024.

Based on Systematic Financial Management's 13F filing for Q4 2024, filed 14 Feb 2025.