Aristotle Small Cap Equity Fund CUBI Holdings History
Aristotle Small Cap Equity Fund's Customers Bancorp Inc Holding Summary
As of 2023-09-30, Investment Managers Series Trust held 39,317.00 shares of Customers Bancorp Inc(CUBI), totaling $1.35 Mil. This investment constitutes 0.81% of their stock portfolio, and Investment Managers Series Trust now holds 0.13% of the outstanding Customers Bancorp Inc(CUBI) stock.
The initial trade took place in 2020Q1. And since then Aristotle Small Cap Equity Fund has made 6 purchases of CUBI, at an average price of $21.40, for a total of 87,415.00 shares. In addition, there have been 4 sales at an average price of $50.38 for 48,098.00 shares. Based on historical transaction data and CUBI's current price of $64.14, Aristotle Small Cap Equity Fund's estimated gain on his CUBI holdings is $3.07 Mil, reflecting a 164.34% gain to date.
Aristotle Small Cap Equity Fund CUBI ($64.14) Holding Chart
Aristotle Small Cap Equity Fund CUBI ($64.14) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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