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Elo Mutual Pension Insurance’s Webster Financial WBS Stock Holding History

Elo Mutual Pension Insurance’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
2025
Q2 		– Sell
-12,455
Closed -$642K – 709
2025
Q1 		$642K Buy
+12,455
New +$693K 0.01% 516
2023
Q4 		– Sell
-14,583
Closed -$588K – 488
2023
Q3 		$588K Buy
+14,583
New +$620K 0.02% 454
2023
Q1 		– Sell
-13,714
Closed -$649K – 474
2022
Q4 		$649K Buy
13,714
+260
+2% +$13K 0.02% 421
2022
Q3 		$608K Sell
13,454
-676
-5% -$31.3K 0.02% 413
2022
Q2 		$596K Sell
14,130
-10,809
-43% -$521K 0.02% 434
2022
Q1 		$1.4M Buy
+24,939
New +$1.48M 0.04% 348

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $141B AUM 30.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return