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Inverness Counsel’s Webster Financial WBS Stock Holding History

Inverness Counsel’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
2022
Q3 		$449K Buy
+9,937
New +$460K 0.03% 130

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Inverness Counsel's WBS Position: Q3 2022 in Review

Inverness Counsel opened a new position in Webster Financial (WBS) in Q3 2022: 9,937 shares worth $449K. The stake represents 0.03% of the portfolio and ranks #130 among its holdings.

430 funds tracked by Wall St. Rank hold WBS as of Q3 2022.

  • Inverness Counsel held 9,937 shares of Webster Financial worth $449K as of Q3 2022.
  • Webster Financial was a new Inverness Counsel position in Q3 2022.
  • Webster Financial made up 0.03% of Inverness Counsel's portfolio in Q3 2022, its #130 holding.
  • 430 funds tracked by Wall St. Rank held Webster Financial as of Q3 2022.

Based on Inverness Counsel's 13F filing for Q3 2022, filed 26 Oct 2022.