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Aperio Group’s Webster Financial WBS Stock Holding History

Aperio Group’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$3.1M Buy
73,533
+1,050
+1% +$37.9K 0.01% 1040
2020
Q3 		$1.91M Sell
72,483
-6,041
-8% -$164K 0.01% 1138
2020
Q2 		$2.25M Sell
78,524
-11,951
-13% -$317K 0.01% 1057
2020
Q1 		$2.07M Buy
90,475
+51,964
+135% +$2.11M 0.01% 1002
2019
Q4 		$2.06M Sell
38,511
-7,160
-16% -$344K 0.01% 1080
2019
Q3 		$2.14M Buy
45,671
+5,302
+13% +$251K 0.01% 1029
2019
Q2 		$1.93M Sell
40,369
-584
-1% -$29.1K 0.01% 1071
2019
Q1 		$2.08M Sell
40,953
-5,387
-12% -$292K 0.01% 1022
2018
Q4 		$2.28M Sell
46,340
-3,477
-7% -$199K 0.01% 928
2018
Q3 		$2.94M Sell
49,817
-910
-2% -$59.2K 0.01% 866
2018
Q2 		$3.23M Buy
50,727
+2,312
+5% +$144K 0.02% 817
2018
Q1 		$2.68M Buy
48,415
+1,993
+4% +$113K 0.01% 871
2017
Q4 		$2.61M Buy
46,422
+18,326
+65% +$1M 0.01% 893
2017
Q3 		$1.48M Buy
28,096
+276
+1% +$13.8K 0.01% 1072
2017
Q2 		$1.45M Buy
27,820
+5,688
+26% +$287K 0.01% 1054
2017
Q1 		$1.11M Buy
22,132
+2,202
+11% +$118K 0.01% 1126
2016
Q4 		$1.08M Buy
19,930
+448
+2% +$20.6K 0.01% 1094
2016
Q3 		$741K Buy
19,482
+3,163
+19% +$116K 0.01% 1250
2016
Q2 		$554K Sell
16,319
-2,767
-14% -$101K ﹤0.01% 1330
2016
Q1 		$685K Buy
19,086
+3,980
+26% +$136K 0.01% 1217
2015
Q4 		$562K Buy
15,106
+443
+3% +$16.8K 0.01% 1272
2015
Q3 		$522K Buy
14,663
+232
+2% +$8.64K 0.01% 1278
2015
Q2 		$571K Buy
14,431
+1,079
+8% +$40.7K 0.01% 1251
2015
Q1 		$495K Buy
13,352
+3,482
+35% +$117K 0.01% 1286
2014
Q4 		$321K Sell
9,870
-1,541
-14% -$47.7K ﹤0.01% 1459
2014
Q3 		$333K Sell
11,411
-45
-0.4% -$1.34K ﹤0.01% 1335
2014
Q2 		$361K Buy
11,456
+1,111
+11% +$33.9K 0.01% 1290
2014
Q1 		$321K Buy
+10,345
New +$318K ﹤0.01% 1578
2013
Q4 		– Sell
-8,535
Closed -$243K – 1544
2013
Q3 		$218K Buy
8,535
+687
+9% +$18.3K ﹤0.01% 1600
2013
Q2 		$202K Buy
+7,848
New +$185K ﹤0.01% 1503

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aperio Group's WBS Position: Q4 2020 in Review

Aperio Group increased its Webster Financial (WBS) stake by 1.4% in Q4 2020, buying an estimated $37.9K and bringing the position to 73,533 shares worth $3.1M. The position accounts for 0.01% of the portfolio, ranked #1040.

Aperio Group first reported a position in WBS in Q2 2013 and has held it in 30 quarters since. The position peaked at $3.23M in Q2 2018. 272 funds tracked by Wall St. Rank hold WBS as of Q4 2020.

  • Aperio Group held 73,533 shares of Webster Financial worth $3.1M as of Q4 2020.
  • Aperio Group bought 1,050 Webster Financial shares in Q4 2020, an estimated $37.9K.
  • Webster Financial made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1040 holding.
  • Aperio Group first reported a position in Webster Financial in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Webster Financial position peaked at $3.23M in Q2 2018.
  • 272 funds tracked by Wall St. Rank held Webster Financial as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.