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USA Financial Formulas’s East-West Bancorp EWBC Stock Holding History

USA Financial Formulas’s Portfolio EWBC Stock Details EWBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-483
Closed -$35.4K – 300
2024
Q2 		$35.4K Buy
+483
New +$35.8K 0.01% 233
2022
Q2 		– Sell
-3,409
Closed -$269K – 366
2022
Q1 		$269K Buy
+3,409
New +$288K 0.29% 65
2017
Q3 		– Sell
-5,159
Closed -$302K – 279
2017
Q2 		$302K Buy
+5,159
New +$284K 0.07% 208

Other funds holding EWBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return

USA Financial Formulas's EWBC Position: Q3 2024 in Review

USA Financial Formulas sold out of East-West Bancorp (EWBC) in Q3 2024, closing a stake of 483 shares — an estimated $35.4K sold.

USA Financial Formulas first reported a position in EWBC in Q2 2017 and held it in 3 quarters. The position peaked at $302K in Q2 2017. 468 funds tracked by Wall St. Rank hold EWBC as of Q3 2024.

  • USA Financial Formulas reported no remaining East-West Bancorp position as of Q3 2024 after selling out during the quarter.
  • USA Financial Formulas sold 483 East-West Bancorp shares in Q3 2024, an estimated $35.4K.
  • USA Financial Formulas first reported a position in East-West Bancorp in Q2 2017 and held it in 3 quarters.
  • USA Financial Formulas's East-West Bancorp position peaked at $302K in Q2 2017.
  • 468 funds tracked by Wall St. Rank held East-West Bancorp as of Q3 2024.

Based on USA Financial Formulas's 13F filing for Q3 2024, filed 8 Oct 2024.