CIS
WBS

Capital International Sarl’s Webster Financial WBS Stock Holding History

Capital International Sarl’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
2023
Q1 		– Sell
-47,236
Closed -$2.24M – 243
2022
Q4 		$2.24M Sell
47,236
-15
-0% -$751 0.16% 152
2022
Q3 		$2.14M Sell
47,251
-5,353
-10% -$248K 0.17% 144
2022
Q2 		$2.22M Buy
52,604
+2,359
+5% +$114K 0.18% 138
2022
Q1 		$2.82M Buy
50,245
+23,747
+90% +$1.41M 0.14% 160
2021
Q4 		$1.48M Buy
26,498
+6,255
+31% +$352K 0.07% 207
2021
Q3 		$1.1M Buy
20,243
+13,111
+184% +$653K 0.1% 165
2021
Q2 		$380K Buy
+7,132
New +$395K 0.03% 215

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Sarl's WBS Position: Q1 2023 in Review

Capital International Sarl sold out of Webster Financial (WBS) in Q1 2023, closing a stake of 47,236 shares — an estimated $2.24M sold.

Capital International Sarl first reported a position in WBS in Q2 2021 and held it in 7 quarters. The position peaked at $2.82M in Q1 2022. 457 funds tracked by Wall St. Rank hold WBS as of Q1 2023.

  • Capital International Sarl reported no remaining Webster Financial position as of Q1 2023 after selling out during the quarter.
  • Capital International Sarl sold 47,236 Webster Financial shares in Q1 2023, an estimated $2.24M.
  • Capital International Sarl first reported a position in Webster Financial in Q2 2021 and held it in 7 quarters.
  • Capital International Sarl's Webster Financial position peaked at $2.82M in Q1 2022.
  • 457 funds tracked by Wall St. Rank held Webster Financial as of Q1 2023.

Based on Capital International Sarl's 13F filing for Q1 2023, filed 15 May 2023.