Hotchkis & Wiley Capital Management
WSFS icon

Hotchkis & Wiley Capital Management’s WSFS Financial WSFS Stock Holding History

Hotchkis & Wiley Capital Management’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
2022
Q4 		– Sell
-97,150
Closed -$4.51M – 549
2022
Q3 		$4.51M Buy
+97,150
New +$4.54M 0.02% 305
2020
Q4 		– Sell
-90,040
Closed -$2.43M – 514
2020
Q3 		$2.43M Buy
90,040
+6,190
+7% +$175K 0.01% 352
2020
Q2 		$2.41M Sell
83,850
-4,840
-5% -$128K 0.01% 366
2020
Q1 		$2.21M Buy
88,690
+6,800
+8% +$246K 0.01% 343
2019
Q4 		$3.6M Buy
+81,890
New +$3.58M 0.01% 347

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Hotchkis & Wiley Capital Management's WSFS Position: Q4 2022 in Review

Hotchkis & Wiley Capital Management sold out of WSFS Financial (WSFS) in Q4 2022, closing a stake of 97,150 shares — an estimated $4.51M sold.

Hotchkis & Wiley Capital Management first reported a position in WSFS in Q4 2019 and held it in 5 quarters. The position peaked at $4.51M in Q3 2022. 231 funds tracked by Wall St. Rank hold WSFS as of Q4 2022.

  • Hotchkis & Wiley Capital Management reported no remaining WSFS Financial position as of Q4 2022 after selling out during the quarter.
  • Hotchkis & Wiley Capital Management sold 97,150 WSFS Financial shares in Q4 2022, an estimated $4.51M.
  • Hotchkis & Wiley Capital Management first reported a position in WSFS Financial in Q4 2019 and held it in 5 quarters.
  • Hotchkis & Wiley Capital Management's WSFS Financial position peaked at $4.51M in Q3 2022.
  • 231 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2022.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.