EOJOAM
WBS

E. Ohman J:or Asset Management’s Webster Financial WBS Stock Holding History

E. Ohman J:or 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
Q2 		– Sell
-3,200
Closed -$126K – 435
2023
Q1 		$126K Hold
3,200
– – ﹤0.01% 420
2022
Q4 		$151K Sell
3,200
-5,000
-61% -$250K 0.01% 420
2022
Q3 		$371K Hold
8,200
– – 0.02% 379
2022
Q2 		$346K Buy
8,200
+5,000
+156% +$241K 0.01% 391
2022
Q1 		$180K Buy
+3,200
New +$190K 0.01% 418

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

E. Ohman J:or Asset Management's WBS Position: Q2 2023 in Review

E. Ohman J:or Asset Management sold out of Webster Financial (WBS) in Q2 2023, closing a stake of 3,200 shares — an estimated $126K sold.

E. Ohman J:or Asset Management first reported a position in WBS in Q1 2022 and held it in 5 quarters. The position peaked at $371K in Q3 2022. 437 funds tracked by Wall St. Rank hold WBS as of Q2 2023.

  • E. Ohman J:or Asset Management reported no remaining Webster Financial position as of Q2 2023 after selling out during the quarter.
  • E. Ohman J:or Asset Management sold 3,200 Webster Financial shares in Q2 2023, an estimated $126K.
  • E. Ohman J:or Asset Management first reported a position in Webster Financial in Q1 2022 and held it in 5 quarters.
  • E. Ohman J:or Asset Management's Webster Financial position peaked at $371K in Q3 2022.
  • 437 funds tracked by Wall St. Rank held Webster Financial as of Q2 2023.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2023, filed 5 Apr 2024.