CS
WBS icon

Credit Suisse’s Webster Financial WBS Stock Holding History

Credit Suisse’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
2019
Q1 		– Sell
-50,000
Closed -$2.46M – 4164
2018
Q4 		$2.46M Hold
50,000
– – ﹤0.01% 2086
2018
Q3 		$2.95M Hold
50,000
– – ﹤0.01% 2066
2018
Q2 		$3.19M Buy
+50,000
New +$3.11M ﹤0.01% 2077

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Credit Suisse's WBS Position: Q1 2024 in Review

Credit Suisse reduced its Webster Financial (WBS) stake by 2.9% in Q1 2024, selling an estimated $251K and leaving 172,884 shares worth $8.78M. The position accounts for 0.01% of the portfolio, ranked #977.

Credit Suisse first reported a position in WBS in Q2 2013 and has held it in 44 quarters since. The position peaked at $11.8M in Q4 2022. 470 funds tracked by Wall St. Rank hold WBS as of Q1 2024.

  • Credit Suisse held 172,884 shares of Webster Financial worth $8.78M as of Q1 2024.
  • Credit Suisse sold 5,142 Webster Financial shares in Q1 2024, an estimated $251K.
  • Webster Financial made up 0.01% of Credit Suisse's portfolio in Q1 2024, its #977 holding.
  • Credit Suisse first reported a position in Webster Financial in Q2 2013 and has held it in 44 quarters since.
  • Credit Suisse's Webster Financial position peaked at $11.8M in Q4 2022.
  • 470 funds tracked by Wall St. Rank held Webster Financial as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.