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Cramer Rosenthal McGlynn’s Webster Financial WBS Stock Holding History

Cramer Rosenthal McGlynn’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
Q3 		– Sell
-154,160
Closed -$6.72M – 109
2024
Q2 		$6.72M Sell
154,160
-454,035
-75% -$20.2M 0.39% 82
2024
Q1 		$30.9M Sell
608,195
-87,726
-13% -$4.29M 1.68% 19
2023
Q4 		$35.3M Buy
695,921
+101,083
+17% +$4.37M 1.92% 11
2023
Q3 		$24M Buy
594,838
+56,969
+11% +$2.42M 1.34% 28
2023
Q2 		$20.3M Sell
537,869
-44,557
-8% -$1.64M 1.02% 39
2023
Q1 		$23M Sell
582,426
-243,823
-30% -$11.7M 1.03% 37
2022
Q4 		$39.1M Sell
826,249
-110,041
-12% -$5.51M 1.72% 16
2022
Q3 		$42.3M Buy
936,290
+3,251
+0.3% +$150K 2.03% 10
2022
Q2 		$39.3M Buy
933,039
+45,282
+5% +$2.18M 1.81% 16
2022
Q1 		$49.8M Sell
887,757
-59,940
-6% -$3.56M 1.94% 13
2021
Q4 		$52.9M Buy
947,697
+54,617
+6% +$3.08M 1.71% 19
2021
Q3 		$48.6M Buy
893,080
+60,836
+7% +$3.03M 1.66% 18
2021
Q2 		$44.4M Sell
832,244
-31,571
-4% -$1.75M 1.42% 25
2021
Q1 		$47.6M Buy
+863,815
New +$46M 1.58% 19
2019
Q1 		– Sell
-412,546
Closed -$20.3M – 138
2018
Q4 		$20.3M Buy
412,546
+42,152
+11% +$2.41M 0.51% 71
2018
Q3 		$21.8M Buy
370,394
+37,797
+11% +$2.46M 0.42% 87
2018
Q2 		$21.2M Sell
332,597
-38,918
-10% -$2.42M 0.38% 90
2018
Q1 		$20.6M Buy
+371,515
New +$21M 0.34% 95
2015
Q1 		– Sell
-552,871
Closed -$18M – 246
2014
Q4 		$18M Sell
552,871
-252,525
-31% -$7.81M 0.18% 134
2014
Q3 		$23.5M Buy
805,396
+55,796
+7% +$1.66M 0.23% 115
2014
Q2 		$23.6M Buy
+749,600
New +$22.9M 0.19% 134

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Cramer Rosenthal McGlynn's WBS Position: Q3 2024 in Review

Cramer Rosenthal McGlynn sold out of Webster Financial (WBS) in Q3 2024, closing a stake of 154,160 shares — an estimated $6.72M sold.

Cramer Rosenthal McGlynn first reported a position in WBS in Q2 2014 and held it in 21 quarters. The position peaked at $52.9M in Q4 2021. 438 funds tracked by Wall St. Rank hold WBS as of Q3 2024.

  • Cramer Rosenthal McGlynn reported no remaining Webster Financial position as of Q3 2024 after selling out during the quarter.
  • Cramer Rosenthal McGlynn sold 154,160 Webster Financial shares in Q3 2024, an estimated $6.72M.
  • Cramer Rosenthal McGlynn first reported a position in Webster Financial in Q2 2014 and held it in 21 quarters.
  • Cramer Rosenthal McGlynn's Webster Financial position peaked at $52.9M in Q4 2021.
  • 438 funds tracked by Wall St. Rank held Webster Financial as of Q3 2024.

Based on Cramer Rosenthal McGlynn's 13F filing for Q3 2024, filed 14 Nov 2024.