Winton Group’s PacWest Bancorp PACW Stock Holding History

Winton Group’s Portfolio PACW Stock Details PACW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-13,182	Closed	-$128K	–	1184
2023 Q1	$128K	Buy	+13,182	New	+$293K	0.01%	922
2020 Q2	–	Sell	-27,953	Closed	-$501K	–	1627
2020 Q1	$501K	Sell	27,953 -131,338	-82%	-$4.12M	0.01%	1031
2019 Q4	$6.1M	Buy	+159,291	New	+$5.99M	0.09%	404
2019 Q3	–	Sell	-5,930	Closed	-$230K	–	1720
2019 Q2	$230K	Buy	+5,930	New	+$229K	﹤0.01%	980

Other funds holding PACW

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

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

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

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

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

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Winton Group's PACW Position: Q2 2023 in Review

Winton Group sold out of PacWest Bancorp (PACW) in Q2 2023, closing a stake of 13,182 shares — an estimated $128K sold.

Winton Group first reported a position in PACW in Q2 2019 and held it in 4 quarters. The position peaked at $6.1M in Q4 2019. 259 funds tracked by Wall St. Rank hold PACW as of Q2 2023.

Winton Group reported no remaining PacWest Bancorp position as of Q2 2023 after selling out during the quarter.
Winton Group sold 13,182 PacWest Bancorp shares in Q2 2023, an estimated $128K.
Winton Group first reported a position in PacWest Bancorp in Q2 2019 and held it in 4 quarters.
Winton Group's PacWest Bancorp position peaked at $6.1M in Q4 2019.
259 funds tracked by Wall St. Rank held PacWest Bancorp as of Q2 2023.

Based on Winton Group's 13F filing for Q2 2023, filed 14 Aug 2023.