II
WBS

IFM Investors’s Webster Financial WBS Stock Holding History

IFM Investors’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
2023
Q4 		– Sell
-32,213
Closed -$1.3M – 633
2023
Q3 		$1.3M Hold
32,213
– – 0.02% 578
2023
Q2 		$1.22M Sell
32,213
-342
-1% -$12.6K 0.02% 574
2023
Q1 		$1.28M Buy
32,555
+1,834
+6% +$88K 0.02% 566
2022
Q4 		$1.45M Hold
30,721
– – 0.02% 532
2022
Q3 		$1.39M Hold
30,721
– – 0.03% 526
2022
Q2 		$1.29M Hold
30,721
– – 0.02% 537
2022
Q1 		$1.72M Buy
+30,721
New +$1.82M 0.03% 508

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

IFM Investors's WBS Position: Q4 2023 in Review

IFM Investors sold out of Webster Financial (WBS) in Q4 2023, closing a stake of 32,213 shares — an estimated $1.3M sold.

IFM Investors first reported a position in WBS in Q1 2022 and held it in 7 quarters. The position peaked at $1.72M in Q1 2022. 479 funds tracked by Wall St. Rank hold WBS as of Q4 2023.

  • IFM Investors reported no remaining Webster Financial position as of Q4 2023 after selling out during the quarter.
  • IFM Investors sold 32,213 Webster Financial shares in Q4 2023, an estimated $1.3M.
  • IFM Investors first reported a position in Webster Financial in Q1 2022 and held it in 7 quarters.
  • IFM Investors's Webster Financial position peaked at $1.72M in Q1 2022.
  • 479 funds tracked by Wall St. Rank held Webster Financial as of Q4 2023.

Based on IFM Investors's 13F filing for Q4 2023, filed 12 Jan 2024.