Capital Research Global Investors
WBS

Capital Research Global Investors’s Webster Financial WBS Stock Holding History

Capital Research Global Investors’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
-735,458
Closed -$16.8M – 423
2020
Q1 		$16.8M Sell
735,458
-1,054,114
-59% -$42.9M 0.01% 350
2019
Q4 		$95.5M Sell
1,789,572
-596,392
-25% -$28.7M 0.03% 268
2019
Q3 		$112M Sell
2,385,964
-945,785
-28% -$44.7M 0.04% 256
2019
Q2 		$159M Sell
3,331,749
-774,425
-19% -$38.6M 0.05% 225
2019
Q1 		$208M Buy
4,106,174
+141,509
+4% +$7.67M 0.07% 206
2018
Q4 		$195M Sell
3,964,665
-567,543
-13% -$32.4M 0.07% 205
2018
Q3 		$267M Sell
4,532,208
-436,084
-9% -$28.4M 0.08% 203
2018
Q2 		$316M Sell
4,968,292
-393,130
-7% -$24.5M 0.09% 189
2018
Q1 		$297M Buy
5,361,422
+165,422
+3% +$9.35M 0.08% 197
2017
Q4 		$292M Buy
5,196,000
+182,000
+4% +$9.96M 0.09% 184
2017
Q3 		$263M Buy
5,014,000
+921,500
+23% +$46M 0.08% 195
2017
Q2 		$214M Sell
4,092,500
-183,499
-4% -$9.27M 0.07% 220
2017
Q1 		$214M Sell
4,275,999
-126,000
-3% -$6.73M 0.07% 221
2016
Q4 		$239M Buy
4,401,999
+325,999
+8% +$15M 0.08% 214
2016
Q3 		$155M Buy
+4,076,000
New +$150M 0.05% 246

Other funds holding WBS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors's WBS Position: Q2 2020 in Review

Capital Research Global Investors sold out of Webster Financial (WBS) in Q2 2020, closing a stake of 735,458 shares — an estimated $16.8M sold.

Capital Research Global Investors first reported a position in WBS in Q3 2016 and held it in 15 quarters. The position peaked at $316M in Q2 2018. 265 funds tracked by Wall St. Rank hold WBS as of Q2 2020.

  • Capital Research Global Investors reported no remaining Webster Financial position as of Q2 2020 after selling out during the quarter.
  • Capital Research Global Investors sold 735,458 Webster Financial shares in Q2 2020, an estimated $16.8M.
  • Capital Research Global Investors first reported a position in Webster Financial in Q3 2016 and held it in 15 quarters.
  • Capital Research Global Investors's Webster Financial position peaked at $316M in Q2 2018.
  • 265 funds tracked by Wall St. Rank held Webster Financial as of Q2 2020.

Based on Capital Research Global Investors's 13F filing for Q2 2020, filed 14 Aug 2020.