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Champlain Investment Partners’s Washington Trust Bancorp WASH Stock Holding History

Champlain Investment 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
Q1 		– Sell
-467,305
Closed -$22M – 136
2022
Q4 		$22M Sell
467,305
-14,390
-3% -$692K 0.14% 128
2022
Q3 		$22.4M Sell
481,695
-4,080
-0.8% -$209K 0.15% 125
2022
Q2 		$23.5M Sell
485,775
-20,835
-4% -$1.02M 0.15% 125
2022
Q1 		$26.6M Sell
506,610
-248,350
-33% -$13.9M 0.14% 128
2021
Q4 		$42.6M Sell
754,960
-1,305
-0.2% -$72.5K 0.19% 124
2021
Q3 		$40.1M Buy
756,265
+7,955
+1% +$406K 0.19% 127
2021
Q2 		$38.4M Buy
748,310
+2,835
+0.4% +$149K 0.18% 126
2021
Q1 		$38.5M Buy
745,475
+10,180
+1% +$494K 0.2% 118
2020
Q4 		$32.9M Buy
735,295
+21,565
+3% +$832K 0.19% 109
2020
Q3 		$21.9M Sell
713,730
-130,745
-15% -$4.31M 0.15% 117
2020
Q2 		$27.7M Sell
844,475
-16,910
-2% -$553K 0.2% 115
2020
Q1 		$31.5M Buy
861,385
+6,335
+0.7% +$287K 0.28% 104
2019
Q4 		$46M Buy
855,050
+79,335
+10% +$4.08M 0.34% 99
2019
Q3 		$37.5M Buy
775,715
+12,775
+2% +$625K 0.31% 97
2019
Q2 		$39.8M Buy
762,940
+13,395
+2% +$681K 0.33% 98
2019
Q1 		$36.1M Buy
749,545
+18,845
+3% +$968K 0.31% 103
2018
Q4 		$34.7M Sell
730,700
-37,610
-5% -$1.93M 0.35% 99
2018
Q3 		$42.5M Sell
768,310
-20,705
-3% -$1.22M 0.38% 94
2018
Q2 		$45.8M Sell
789,015
-38,950
-5% -$2.27M 0.44% 94
2018
Q1 		$44.5M Sell
827,965
-33,525
-4% -$1.82M 0.48% 88
2017
Q4 		$45.9M Buy
861,490
+16,395
+2% +$909K 0.52% 84
2017
Q3 		$48.4M Buy
845,095
+21,371
+3% +$1.11M 0.57% 78
2017
Q2 		$42.5M Buy
823,724
+55,899
+7% +$2.78M 0.52% 80
2017
Q1 		$37.9M Sell
767,825
-12,380
-2% -$660K 0.5% 86
2016
Q4 		$43.7M Sell
780,205
-2,495
-0.3% -$122K 0.61% 79
2016
Q3 		$31.5M Sell
782,700
-48,440
-6% -$1.94M 0.48% 93
2016
Q2 		$31.5M Sell
831,140
-6,430
-0.8% -$240K 0.54% 83
2016
Q1 		$31.3M Sell
837,570
-104,900
-11% -$3.92M 0.57% 81
2015
Q4 		$37.2M Sell
942,470
-3,357
-0.4% -$133K 0.64% 65
2015
Q3 		$36.4M Sell
945,827
-12,193
-1% -$478K 0.64% 70
2015
Q2 		$37.8M Buy
958,020
+69,315
+8% +$2.64M 0.6% 76
2015
Q1 		$33.9M Sell
888,705
-550
-0.1% -$20.9K 0.58% 78
2014
Q4 		$35.7M Sell
889,255
-13,895
-2% -$513K 0.57% 83
2014
Q3 		$29.8M Buy
903,150
+3,435
+0.4% +$119K 0.52% 89
2014
Q2 		$33.1M Buy
899,715
+30,080
+3% +$1.06M 0.54% 84
2014
Q1 		$32.6M Sell
869,635
-19,920
-2% -$702K 0.56% 86
2013
Q4 		$33.1M Buy
889,555
+21,345
+2% +$732K 0.58% 82
2013
Q3 		$27.3M Buy
868,210
+1,670
+0.2% +$52.2K 0.52% 81
2013
Q2 		$24.7M Buy
+866,540
New +$23.9M 0.5% 86

Other funds holding WASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $481B AUM 30.42% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Champlain Investment Partners's WASH Position: Q1 2023 in Review

Champlain Investment Partners sold out of Washington Trust Bancorp (WASH) in Q1 2023, closing a stake of 467,305 shares — an estimated $22M sold.

Champlain Investment Partners first reported a position in WASH in Q2 2013 and held it in 39 quarters. The position peaked at $48.4M in Q3 2017. 139 funds tracked by Wall St. Rank hold WASH as of Q1 2023.

  • Champlain Investment Partners reported no remaining Washington Trust Bancorp position as of Q1 2023 after selling out during the quarter.
  • Champlain Investment Partners sold 467,305 Washington Trust Bancorp shares in Q1 2023, an estimated $22M.
  • Champlain Investment Partners first reported a position in Washington Trust Bancorp in Q2 2013 and held it in 39 quarters.
  • Champlain Investment Partners's Washington Trust Bancorp position peaked at $48.4M in Q3 2017.
  • 139 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2023.

Based on Champlain Investment Partners's 13F filing for Q1 2023, filed 12 May 2023.