Artisan Partners

Artisan Partners’s Webster Financial WBS Stock Holding History

Artisan Partners’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 Q2	–	Sell	-295,846	Closed	-$6.78M	–	334
2020 Q1	$6.78M	Sell	295,846 -811,562	-73%	-$33M	0.01%	279
2019 Q4	$59.1M	Sell	1,107,408 -53,648	-5%	-$2.58M	0.1%	169
2019 Q3	$54.4M	Buy	1,161,056 +59,075	+5%	+$2.79M	0.1%	172
2019 Q2	$52.6M	Sell	1,101,981 -236,757	-18%	-$11.8M	0.1%	177
2019 Q1	$67.8M	Sell	1,338,738 -55,189	-4%	-$2.99M	0.13%	146
2018 Q4	$68.7M	Sell	1,393,927 -4,373	-0.3%	-$250K	0.16%	127
2018 Q3	$82.4M	Buy	1,398,300 +135,340	+11%	+$8.8M	0.16%	135
2018 Q2	$80.5M	Buy	1,262,960 +12,272	+1%	+$764K	0.16%	138
2018 Q1	$69.3M	Buy	1,250,688 +11,346	+0.9%	+$641K	0.14%	150
2017 Q4	$69.6M	Buy	1,239,342 +504,048	+69%	+$27.6M	0.13%	157
2017 Q3	$38.6M	Buy	735,294 +39,259	+6%	+$1.96M	0.07%	185
2017 Q2	$36.3M	Buy	696,035 +117,280	+20%	+$5.92M	0.07%	185
2017 Q1	$29M	Buy	578,755 +275,056	+91%	+$14.7M	0.06%	198
2016 Q4	$16.5M	Buy	+303,699	New	+$13.9M	0.03%	222

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Macquarie Group

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

AllianceBernstein

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Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Pzena Investment Management

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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