GLA
WSBF icon

Great Lakes Advisors’s Waterstone Financial WSBF Stock Holding History

Great Lakes Advisors’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
2023
Q4 		– Sell
-20,000
Closed -$219K – 817
2023
Q3 		$219K Buy
+20,000
New +$262K ﹤0.01% 709

Other funds holding WSBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Great Lakes Advisors's WSBF Position: Q4 2023 in Review

Great Lakes Advisors sold out of Waterstone Financial (WSBF) in Q4 2023, closing a stake of 20,000 shares — an estimated $219K sold.

Great Lakes Advisors first reported a position in WSBF in Q3 2023 and held it in 1 quarter. The position peaked at $219K in Q3 2023. 88 funds tracked by Wall St. Rank hold WSBF as of Q4 2023.

  • Great Lakes Advisors reported no remaining Waterstone Financial position as of Q4 2023 after selling out during the quarter.
  • Great Lakes Advisors sold 20,000 Waterstone Financial shares in Q4 2023, an estimated $219K.
  • Great Lakes Advisors first reported a position in Waterstone Financial in Q3 2023 and held it in 1 quarter.
  • Great Lakes Advisors's Waterstone Financial position peaked at $219K in Q3 2023.
  • 88 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2023.

Based on Great Lakes Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.