ClariVest Asset Management’s Webster Financial WBS Stock Holding History

ClariVest Asset Management’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
2022 Q3	–	Sell	-90	Closed	-$4K	–	763
2022 Q2	$4K	Sell	90 -10,693	-99%	-$515K	﹤0.01%	516
2022 Q1	$606K	Buy	+10,783	New	+$640K	0.02%	354
2016 Q2	–	Sell	-36,000	Closed	-$1.29M	–	696
2016 Q1	$1.29M	Buy	36,000 +1,300	+4%	+$44.5K	0.04%	259
2015 Q4	$1.29M	Sell	34,700 -8,200	-19%	-$311K	0.04%	254
2015 Q3	$1.53M	Buy	42,900 +2,700	+7%	+$101K	0.05%	216
2015 Q2	$1.59M	Sell	40,200 -25,200	-39%	-$950K	0.05%	233
2015 Q1	$2.42M	Buy	+65,400	New	+$2.2M	0.07%	167

Other funds holding WBS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return