EIP
WBK

Epoch Investment Partners’s Westpac Banking Corporation WBK Stock Holding History

Epoch Investment Partners’s Portfolio WBK Stock Details WBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-11,644
Closed -$233K – 305
2019
Q3 		$233K Sell
11,644
-3,477
-23% -$68.1K ﹤0.01% 273
2019
Q2 		$301K Sell
15,121
-614
-4% -$11.8K ﹤0.01% 278
2019
Q1 		$291K Buy
15,735
+2,841
+22% +$53K ﹤0.01% 301
2018
Q4 		$225K Sell
12,894
-5,498
-30% -$102K ﹤0.01% 295
2018
Q3 		$368K Sell
18,392
-2,418
-12% -$51.1K ﹤0.01% 300
2018
Q2 		$451 Sell
20,810
-2,685
-11% -$58.3K ﹤0.01% 302
2018
Q1 		$521K Buy
23,495
+609
+3% +$14.6K ﹤0.01% 298
2017
Q4 		$558K Sell
22,886
-1,147
-5% -$28.4K ﹤0.01% 295
2017
Q3 		$606K Buy
24,033
+3,844
+19% +$96.6K ﹤0.01% 291
2017
Q2 		$472K Buy
20,189
+3,400
+20% +$82.5K ﹤0.01% 291
2017
Q1 		$449K Sell
16,789
-8,435
-33% -$215K ﹤0.01% 308
2016
Q4 		$592K Sell
25,224
-9,051
-26% -$212K ﹤0.01% 276
2016
Q3 		$779K Sell
34,275
-60
-0.2% -$1.36K ﹤0.01% 278
2016
Q2 		$758K Buy
34,335
+3,051
+10% +$68.3K ﹤0.01% 270
2016
Q1 		$728K Sell
31,284
-130
-0.4% -$2.89K ﹤0.01% 270
2015
Q4 		$761K Sell
31,414
-1,795
-5% -$40.8K ﹤0.01% 271
2015
Q3 		$699K Buy
33,209
+9,767
+42% +$228K ﹤0.01% 236
2015
Q2 		$580K Buy
23,442
+443
+2% +$12K ﹤0.01% 248
2015
Q1 		$688K Sell
22,999
-63,064
-73% -$1.81M ﹤0.01% 245
2014
Q4 		$2.31M Sell
86,063
-1,858
-2% -$52.5K 0.01% 225
2014
Q3 		$2.47M Buy
87,921
+17,150
+24% +$540K 0.01% 232
2014
Q2 		$2.27M Buy
70,771
+2,681
+4% +$86.6K 0.01% 244
2014
Q1 		$2.18M Buy
+68,090
New +$2M 0.01% 244
2013
Q4 		– Sell
-59,954
Closed -$1.84M – 288
2013
Q3 		$1.84M Buy
59,954
+3,359
+6% +$95.7K 0.01% 246
2013
Q2 		$1.49M Buy
+56,595
New +$1.72M 0.01% 240

Other funds holding WBK

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Epoch Investment Partners's WBK Position: Q4 2019 in Review

Epoch Investment Partners sold out of Westpac Banking Corporation (WBK) in Q4 2019, closing a stake of 11,644 shares — an estimated $233K sold.

Epoch Investment Partners first reported a position in WBK in Q2 2013 and held it in 25 quarters. The position peaked at $2.47M in Q3 2014. 146 funds tracked by Wall St. Rank hold WBK as of Q4 2019.

  • Epoch Investment Partners reported no remaining Westpac Banking Corporation position as of Q4 2019 after selling out during the quarter.
  • Epoch Investment Partners sold 11,644 Westpac Banking Corporation shares in Q4 2019, an estimated $233K.
  • Epoch Investment Partners first reported a position in Westpac Banking Corporation in Q2 2013 and held it in 25 quarters.
  • Epoch Investment Partners's Westpac Banking Corporation position peaked at $2.47M in Q3 2014.
  • 146 funds tracked by Wall St. Rank held Westpac Banking Corporation as of Q4 2019.

Based on Epoch Investment Partners's 13F filing for Q4 2019, filed 13 Feb 2020.