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Eaton Vance Management’s WSFS Financial WSFS Stock Holding History

Eaton Vance Management’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$317K Buy
6,816
+115
+2% +$5.37K ﹤0.01% 1417
2022
Q2 		$269K Sell
6,701
-1,376
-17% -$56.6K ﹤0.01% 1482
2022
Q1 		$377K Buy
8,077
+788
+11% +$40.8K ﹤0.01% 1577
2021
Q4 		$366K Buy
7,289
+158
+2% +$8.28K ﹤0.01% 1399
2021
Q3 		$339K Buy
7,131
+531
+8% +$23.9K ﹤0.01% 1266
2021
Q2 		$307K Sell
6,600
-246
-4% -$12.5K ﹤0.01% 1473
2021
Q1 		$341K Buy
6,846
+246
+4% +$11.8K ﹤0.01% 1364
2020
Q4 		$296K Buy
+6,600
New +$242K ﹤0.01% 1336
2020
Q1 		– Sell
-6,600
Closed -$290K – 1352
2019
Q4 		$290K Hold
6,600
– – ﹤0.01% 1222
2019
Q3 		$291K Hold
6,600
– – ﹤0.01% 1199
2019
Q2 		$273K Buy
+6,600
New +$274K ﹤0.01% 1203

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Eaton Vance Management's WSFS Position: Q3 2022 in Review

Eaton Vance Management increased its WSFS Financial (WSFS) stake by 1.7% in Q3 2022, buying an estimated $5.37K and bringing the position to 6,816 shares worth $317K. The position accounts for ﹤0.01% of the portfolio, ranked #1417.

Eaton Vance Management first reported a position in WSFS in Q2 2019 and has held it in 11 quarters since. The position peaked at $377K in Q1 2022. 236 funds tracked by Wall St. Rank hold WSFS as of Q3 2022.

  • Eaton Vance Management held 6,816 shares of WSFS Financial worth $317K as of Q3 2022.
  • Eaton Vance Management bought 115 WSFS Financial shares in Q3 2022, an estimated $5.37K.
  • WSFS Financial made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1417 holding.
  • Eaton Vance Management first reported a position in WSFS Financial in Q2 2019 and has held it in 11 quarters since.
  • Eaton Vance Management's WSFS Financial position peaked at $377K in Q1 2022.
  • 236 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.