Harvest Fund Management’s Webster Financial WBS Stock Holding History

Harvest Fund Management’s Portfolio WBS Stock Details WBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-782	Closed	-$40K	–	768
2024 Q1	$40K	Buy	782 +606	+344%	+$29.6K	﹤0.01%	527
2023 Q4	$9K	Hold	176	–	–	﹤0.01%	542
2023 Q3	$7K	Hold	176	–	–	﹤0.01%	556
2023 Q2	$7K	Hold	176	–	–	﹤0.01%	588
2023 Q1	$7K	Hold	176	–	–	﹤0.01%	672
2022 Q4	$8K	Sell	176 -499	-74%	-$25K	﹤0.01%	678
2022 Q3	$31K	Hold	675	–	–	0.01%	493
2022 Q2	$28K	Hold	675	–	–	0.01%	507
2022 Q1	$37K	Buy	675 +241	+56%	+$14.3K	0.01%	498
2021 Q4	$24K	Hold	434	–	–	﹤0.01%	589
2021 Q3	$23K	Sell	434 -661	-60%	-$32.9K	0.01%	573
2021 Q2	$58K	Buy	1,095 +570	+109%	+$31.6K	0.01%	389
2021 Q1	$28K	Buy	+525	New	+$27.9K	﹤0.01%	595

Other funds holding WBS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Harvest Fund Management's WBS Position: Q2 2024 in Review

Harvest Fund Management sold out of Webster Financial (WBS) in Q2 2024, closing a stake of 782 shares — an estimated $40K sold.

Harvest Fund Management first reported a position in WBS in Q1 2021 and held it in 13 quarters. The position peaked at $58K in Q2 2021. 456 funds tracked by Wall St. Rank hold WBS as of Q2 2024.

Harvest Fund Management reported no remaining Webster Financial position as of Q2 2024 after selling out during the quarter.
Harvest Fund Management sold 782 Webster Financial shares in Q2 2024, an estimated $40K.
Harvest Fund Management first reported a position in Webster Financial in Q1 2021 and held it in 13 quarters.
Harvest Fund Management's Webster Financial position peaked at $58K in Q2 2021.
456 funds tracked by Wall St. Rank held Webster Financial as of Q2 2024.

Based on Harvest Fund Management's 13F filing for Q2 2024, filed 8 Aug 2024.