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Desjardins Global Asset Management’s Webster Financial WBS Stock Holding History

Desjardins Global 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
2023
Q4 		– Sell
-1,379
Closed -$55.6K – 695
2023
Q3 		$55.6K Buy
+1,379
New +$58.6K 0.01% 526

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Desjardins Global Asset Management's WBS Position: Q4 2023 in Review

Desjardins Global Asset Management sold out of Webster Financial (WBS) in Q4 2023, closing a stake of 1,379 shares — an estimated $55.6K sold.

Desjardins Global Asset Management first reported a position in WBS in Q3 2023 and held it in 1 quarter. The position peaked at $55.6K in Q3 2023. 478 funds tracked by Wall St. Rank hold WBS as of Q4 2023.

  • Desjardins Global Asset Management reported no remaining Webster Financial position as of Q4 2023 after selling out during the quarter.
  • Desjardins Global Asset Management sold 1,379 Webster Financial shares in Q4 2023, an estimated $55.6K.
  • Desjardins Global Asset Management first reported a position in Webster Financial in Q3 2023 and held it in 1 quarter.
  • Desjardins Global Asset Management's Webster Financial position peaked at $55.6K in Q3 2023.
  • 478 funds tracked by Wall St. Rank held Webster Financial as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.