First Manhattan’s WSFS Financial WSFS Stock Holding History

First Manhattan’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
2024 Q2	–	Sell	-30	Closed	-$1.35K	–	1345
2024 Q1	$1.35K	Hold	30	–	–	﹤0.01%	1319
2023 Q4	$1.38K	Hold	30	–	–	﹤0.01%	1310
2023 Q3	$1.09K	Hold	30	–	–	﹤0.01%	1346
2023 Q2	$1.13K	Hold	30	–	–	﹤0.01%	1333
2023 Q1	$1.13K	Hold	30	–	–	﹤0.01%	1419
2022 Q4	$1.36K	Hold	30	–	–	﹤0.01%	1559
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	1491
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	1518
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	1565
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	1550
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	1570
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	1541
2021 Q1	$1K	Hold	30	–	–	﹤0.01%	1452
2020 Q4	$1K	Hold	30	–	–	﹤0.01%	1315
2020 Q3	$0	Sell	30 -150	-83%	-$4.24K	﹤0.01%	1473
2020 Q2	$5K	Hold	180	–	–	﹤0.01%	1253
2020 Q1	$4K	Hold	180	–	–	﹤0.01%	1256
2019 Q4	$7K	Hold	180	–	–	﹤0.01%	1180
2019 Q3	$7K	Buy	+180	New	+$7.57K	﹤0.01%	1189

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Manhattan's WSFS Position: Q2 2024 in Review

First Manhattan sold out of WSFS Financial (WSFS) in Q2 2024, closing a stake of 30 shares — an estimated $1.35K sold.

First Manhattan first reported a position in WSFS in Q3 2019 and held it in 19 quarters. The position peaked at $7K in Q4 2019. 232 funds tracked by Wall St. Rank hold WSFS as of Q2 2024.

First Manhattan reported no remaining WSFS Financial position as of Q2 2024 after selling out during the quarter.
First Manhattan sold 30 WSFS Financial shares in Q2 2024, an estimated $1.35K.
First Manhattan first reported a position in WSFS Financial in Q3 2019 and held it in 19 quarters.
First Manhattan's WSFS Financial position peaked at $7K in Q4 2019.
232 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2024.

Based on First Manhattan's 13F filing for Q2 2024, filed 14 Aug 2024.