TD Asset Management’s Customers Bancorp CUBI Stock Holding History

TD Asset 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 Q2	–	Sell	-37,800	Closed	-$700K	–	1422
2023 Q1	$700K	Buy	37,800 +8,100	+27%	+$221K	﹤0.01%	1207
2022 Q4	$842K	Sell	29,700 -3,400	-10%	-$106K	﹤0.01%	1174
2022 Q3	$988K	Sell	33,100 -5,700	-15%	-$202K	﹤0.01%	1182
2022 Q2	$1.31M	Buy	38,800 +6,900	+22%	+$280K	﹤0.01%	1128
2022 Q1	$1.66M	Buy	31,900 +17,300	+118%	+$1.05M	﹤0.01%	1143
2021 Q4	$954K	Buy	14,600 +6,900	+90%	+$379K	﹤0.01%	1288
2021 Q3	$331K	Hold	7,700	–	–	﹤0.01%	1442
2021 Q2	$279K	Buy	+7,700	New	+$277K	﹤0.01%	1453

Other funds holding CUBI

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

ACB

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

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

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

TD Asset Management's CUBI Position: Q2 2023 in Review

TD Asset Management sold out of Customers Bancorp (CUBI) in Q2 2023, closing a stake of 37,800 shares — an estimated $700K sold.

TD Asset Management first reported a position in CUBI in Q2 2021 and held it in 8 quarters. The position peaked at $1.66M in Q1 2022. 190 funds tracked by Wall St. Rank hold CUBI as of Q2 2023.

TD Asset Management reported no remaining Customers Bancorp position as of Q2 2023 after selling out during the quarter.
TD Asset Management sold 37,800 Customers Bancorp shares in Q2 2023, an estimated $700K.
TD Asset Management first reported a position in Customers Bancorp in Q2 2021 and held it in 8 quarters.
TD Asset Management's Customers Bancorp position peaked at $1.66M in Q1 2022.
190 funds tracked by Wall St. Rank held Customers Bancorp as of Q2 2023.

Based on TD Asset Management's 13F filing for Q2 2023, filed 9 Aug 2023.