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Excalibur Management’s Washington Trust Bancorp WASH Stock Holding History

Excalibur Management’s Portfolio WASH Stock Details WASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-5,928
Closed -$266K – 157
2020
Q4 		$266K Buy
+5,928
New +$229K 0.14% 120

Other funds holding WASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Excalibur Management's WASH Position: Q1 2021 in Review

Excalibur Management sold out of Washington Trust Bancorp (WASH) in Q1 2021, closing a stake of 5,928 shares — an estimated $266K sold.

Excalibur Management first reported a position in WASH in Q4 2020 and held it in 1 quarter. The position peaked at $266K in Q4 2020. 137 funds tracked by Wall St. Rank hold WASH as of Q1 2021.

  • Excalibur Management reported no remaining Washington Trust Bancorp position as of Q1 2021 after selling out during the quarter.
  • Excalibur Management sold 5,928 Washington Trust Bancorp shares in Q1 2021, an estimated $266K.
  • Excalibur Management first reported a position in Washington Trust Bancorp in Q4 2020 and held it in 1 quarter.
  • Excalibur Management's Washington Trust Bancorp position peaked at $266K in Q4 2020.
  • 137 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q1 2021.

Based on Excalibur Management's 13F filing for Q1 2021, filed 3 May 2021.