JAM
WBS

Jupiter Asset Management’s Webster Financial WBS Stock Holding History

Jupiter Asset 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
-69,503
Closed -$3.53M – 467
2024
Q1 		$3.53M Buy
+69,503
New +$3.4M 0.03% 276
2023
Q1 		– Sell
-34,671
Closed -$1.64M – 510
2022
Q4 		$1.64M Buy
+34,671
New +$1.74M 0.02% 333
2022
Q3 		– Sell
-391,053
Closed -$16.5M – 642
2022
Q2 		$16.5M Buy
+391,053
New +$18.8M 0.23% 120

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
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Jupiter Asset Management's WBS Position: Q2 2024 in Review

Jupiter Asset Management sold out of Webster Financial (WBS) in Q2 2024, closing a stake of 69,503 shares — an estimated $3.53M sold.

Jupiter Asset Management first reported a position in WBS in Q2 2022 and held it in 3 quarters. The position peaked at $16.5M in Q2 2022. 456 funds tracked by Wall St. Rank hold WBS as of Q2 2024.

  • Jupiter Asset Management reported no remaining Webster Financial position as of Q2 2024 after selling out during the quarter.
  • Jupiter Asset Management sold 69,503 Webster Financial shares in Q2 2024, an estimated $3.53M.
  • Jupiter Asset Management first reported a position in Webster Financial in Q2 2022 and held it in 3 quarters.
  • Jupiter Asset Management's Webster Financial position peaked at $16.5M in Q2 2022.
  • 456 funds tracked by Wall St. Rank held Webster Financial as of Q2 2024.

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