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Emerald Mutual Fund Advisers Trust’s Webster Financial WBS Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2024
Q4 		– Sell
-5,279
Closed -$246K – 244
2024
Q3 		$246K Hold
5,279
– – 0.01% 182
2024
Q2 		$230K Hold
5,279
– – 0.01% 182
2024
Q1 		$268K Sell
5,279
-14,191
-73% -$694K 0.01% 177
2023
Q4 		$988K Hold
19,470
– – 0.05% 149
2023
Q3 		$785K Hold
19,470
– – 0.05% 148
2023
Q2 		$735K Hold
19,470
– – 0.04% 152
2023
Q1 		$768K Hold
19,470
– – 0.05% 137
2022
Q4 		$922K Buy
+19,470
New +$975K 0.06% 143
2020
Q3 		– Sell
-16,140
Closed -$462K – 363
2020
Q2 		$462K Hold
16,140
– – 0.02% 200
2020
Q1 		$370K Buy
+16,140
New +$657K 0.02% 194
2016
Q2 		– Sell
-104,320
Closed -$3.75M – 281
2016
Q1 		$3.75M Buy
104,320
+69,960
+204% +$2.4M 0.21% 134
2015
Q4 		$1.28M Buy
+34,360
New +$1.3M 0.07% 177

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return