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Glenmede Trust’s Waterstone Financial WSBF Stock Holding History

Glenmede Trust’s Portfolio WSBF Stock Details WSBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-125
Closed -$1K – 2277
2020
Q3 		$1K Hold
125
– – ﹤0.01% 2407
2020
Q2 		$1K Sell
125
-243
-66% -$3.44K ﹤0.01% 2388
2020
Q1 		$7K Hold
368
– – ﹤0.01% 2582
2019
Q4 		$7K Buy
+368
New +$6.77K ﹤0.01% 2582

Other funds holding WSBF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Glenmede Trust's WSBF Position: Q4 2020 in Review

Glenmede Trust sold out of Waterstone Financial (WSBF) in Q4 2020, closing a stake of 125 shares — an estimated $1K sold.

Glenmede Trust first reported a position in WSBF in Q4 2019 and held it in 4 quarters. The position peaked at $7K in Q1 2020. 104 funds tracked by Wall St. Rank hold WSBF as of Q4 2020.

  • Glenmede Trust reported no remaining Waterstone Financial position as of Q4 2020 after selling out during the quarter.
  • Glenmede Trust sold 125 Waterstone Financial shares in Q4 2020, an estimated $1K.
  • Glenmede Trust first reported a position in Waterstone Financial in Q4 2019 and held it in 4 quarters.
  • Glenmede Trust's Waterstone Financial position peaked at $7K in Q1 2020.
  • 104 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2020.

Based on Glenmede Trust's 13F filing for Q4 2020, filed 16 Feb 2021.