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CUBI icon

Veritable’s Customers Bancorp CUBI Stock Holding History

Veritable’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
Q3 		– Sell
-15,675
Closed -$474K – 184
2023
Q2 		$474K Sell
15,675
-40
-0.3% -$896 0.01% 560
2023
Q1 		$291K Buy
15,715
+90
+0.6% +$2.46K ﹤0.01% 699
2022
Q4 		$443K Hold
15,625
– – 0.01% 564
2022
Q3 		$461K Buy
+15,625
New +$553K 0.01% 522

Other funds holding CUBI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Veritable's CUBI Position: Q3 2023 in Review

Veritable sold out of Customers Bancorp (CUBI) in Q3 2023, closing a stake of 15,675 shares — an estimated $474K sold.

Veritable first reported a position in CUBI in Q3 2022 and held it in 4 quarters. The position peaked at $474K in Q2 2023. 208 funds tracked by Wall St. Rank hold CUBI as of Q3 2023.

  • Veritable reported no remaining Customers Bancorp position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 15,675 Customers Bancorp shares in Q3 2023, an estimated $474K.
  • Veritable first reported a position in Customers Bancorp in Q3 2022 and held it in 4 quarters.
  • Veritable's Customers Bancorp position peaked at $474K in Q2 2023.
  • 208 funds tracked by Wall St. Rank held Customers Bancorp as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.