Boston Partners
WASH icon

Boston Partners’s Washington Trust Bancorp WASH Stock Holding History

Boston Partners’s Portfolio WASH Stock Details WASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8,134
Closed -$282K – 743
2023
Q1 		$282K Sell
8,134
-20,081
-71% -$847K ﹤0.01% 653
2022
Q4 		$1.33M Sell
28,215
-135
-0.5% -$6.49K ﹤0.01% 484
2022
Q3 		$1.32M Sell
28,350
-430
-1% -$22K ﹤0.01% 484
2022
Q2 		$1.39M Sell
28,780
-2,521
-8% -$123K ﹤0.01% 473
2022
Q1 		$1.64M Buy
31,301
+582
+2% +$32.5K ﹤0.01% 487
2021
Q4 		$1.73M Sell
30,719
-153
-0.5% -$8.51K ﹤0.01% 474
2021
Q3 		$1.64M Sell
30,872
-7,456
-19% -$381K ﹤0.01% 474
2021
Q2 		$1.97M Sell
38,328
-22,783
-37% -$1.2M ﹤0.01% 461
2021
Q1 		$3.15M Sell
61,111
-291
-0.5% -$14.1K ﹤0.01% 426
2020
Q4 		$2.75M Buy
61,402
+4,788
+8% +$185K ﹤0.01% 401
2020
Q3 		$1.74M Buy
56,614
+19,773
+54% +$651K ﹤0.01% 438
2020
Q2 		$1.21M Buy
+36,841
New +$1.2M ﹤0.01% 500

Other funds holding WASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $3.22B AUM 29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
TAM
Third Avenue Management New York $625M AUM 48.93% 1-Year Est. Return

Boston Partners's WASH Position: Q2 2023 in Review

Boston Partners sold out of Washington Trust Bancorp (WASH) in Q2 2023, closing a stake of 8,134 shares — an estimated $282K sold.

Boston Partners first reported a position in WASH in Q2 2020 and held it in 12 quarters. The position peaked at $3.15M in Q1 2021. 130 funds tracked by Wall St. Rank hold WASH as of Q2 2023.

  • Boston Partners reported no remaining Washington Trust Bancorp position as of Q2 2023 after selling out during the quarter.
  • Boston Partners sold 8,134 Washington Trust Bancorp shares in Q2 2023, an estimated $282K.
  • Boston Partners first reported a position in Washington Trust Bancorp in Q2 2020 and held it in 12 quarters.
  • Boston Partners's Washington Trust Bancorp position peaked at $3.15M in Q1 2021.
  • 130 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q2 2023.

Based on Boston Partners's 13F filing for Q2 2023, filed 10 Aug 2023.