Coombe, Bender & Co’s Webster Financial WBS Stock Holding History

Coombe, Bender & Co’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
2024 Q2	$964K	Sell	22,296 -666	-3%	-$29.7K	0.57%	37
2024 Q1	$1.17M	Sell	22,962 -22,545	-50%	-$1.1M	0.71%	37
2023 Q4	$2.31M	Buy	45,507 +22,731	+100%	+$982K	1.44%	23
2023 Q3	$918K	Sell	22,776 -83	-0.4%	-$3.53K	0.69%	37
2023 Q2	$863K	Sell	22,859 -22,558	-50%	-$833K	0.63%	40
2023 Q1	$1.79M	Buy	45,417 +22,494	+98%	+$1.08M	1.4%	26
2022 Q4	$1.08M	Sell	22,923 -22,208	-49%	-$1.11M	0.99%	34
2022 Q3	$2.04M	Sell	45,131 -84	-0.2%	-$3.89K	1.81%	17
2022 Q2	$1.91M	Buy	+45,215	New	+$2.18M	1.61%	21

Other funds holding WBS

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Coombe, Bender & Co's WBS Position: Q2 2024 in Review

Coombe, Bender & Co reduced its Webster Financial (WBS) stake by 2.9% in Q2 2024, selling an estimated $29.7K and leaving 22,296 shares worth $964K. The position accounts for 0.57% of the portfolio, ranked #37.

Coombe, Bender & Co first reported a position in WBS in Q2 2022 and has held it in 9 quarters since. The position peaked at $2.31M in Q4 2023. 456 funds tracked by Wall St. Rank hold WBS as of Q2 2024.

Coombe, Bender & Co held 22,296 shares of Webster Financial worth $964K as of Q2 2024.
Coombe, Bender & Co sold 666 Webster Financial shares in Q2 2024, an estimated $29.7K.
Webster Financial made up 0.57% of Coombe, Bender & Co's portfolio in Q2 2024, its #37 holding.
Coombe, Bender & Co first reported a position in Webster Financial in Q2 2022 and has held it in 9 quarters since.
Coombe, Bender & Co's Webster Financial position peaked at $2.31M in Q4 2023.
456 funds tracked by Wall St. Rank held Webster Financial as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.