Chevy Chase Trust’s Webster Financial WBS Stock Holding History

Chevy Chase Trust’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 Q1	–	Sell	-665	Closed	-$35K	–	1044
2019 Q4	$35K	Buy	+665	New	+$32K	﹤0.01%	909

Other funds holding WBS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Chevy Chase Trust's WBS Position: Q1 2020 in Review

Chevy Chase Trust sold out of Webster Financial (WBS) in Q1 2020, closing a stake of 665 shares — an estimated $35K sold.

Chevy Chase Trust first reported a position in WBS in Q4 2019 and held it in 1 quarter. The position peaked at $35K in Q4 2019. 275 funds tracked by Wall St. Rank hold WBS as of Q1 2020.

Chevy Chase Trust reported no remaining Webster Financial position as of Q1 2020 after selling out during the quarter.
Chevy Chase Trust sold 665 Webster Financial shares in Q1 2020, an estimated $35K.
Chevy Chase Trust first reported a position in Webster Financial in Q4 2019 and held it in 1 quarter.
Chevy Chase Trust's Webster Financial position peaked at $35K in Q4 2019.
275 funds tracked by Wall St. Rank held Webster Financial as of Q1 2020.

Based on Chevy Chase Trust's 13F filing for Q1 2020, filed 13 May 2020.