Kennedy Capital Management’s WSFS Financial WSFS Stock Holding History

Kennedy 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
2024 Q1	–	Sell	-20,730	Closed	-$952K	–	774
2023 Q4	$952K	Buy	+20,730	New	+$813K	0.02%	591
2021 Q4	–	Sell	-72,793	Closed	-$3.73M	–	647
2021 Q3	$3.73M	Buy	72,793 +606	+0.8%	+$27.2K	0.08%	395
2021 Q2	$3.36M	Buy	72,187 +617	+0.9%	+$31.4K	0.07%	430
2021 Q1	$3.56M	Sell	71,570 -370,936	-84%	-$17.9M	0.07%	438
2020 Q4	$19.9M	Buy	442,506 +39,046	+10%	+$1.43M	0.45%	30
2020 Q3	$10.9M	Buy	403,460 +36,788	+10%	+$1.04M	0.31%	83
2020 Q2	$10.5M	Sell	366,672 -5,030	-1%	-$133K	0.3%	78
2020 Q1	$9.26M	Sell	371,702 -29,903	-7%	-$1.08M	0.34%	59
2019 Q4	$17.7M	Buy	401,605 +119,018	+42%	+$5.2M	0.43%	27
2019 Q3	$12.5M	Buy	+282,587	New	+$11.9M	0.31%	71

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Kennedy Capital Management's WSFS Position: Q1 2024 in Review

Kennedy Capital Management sold out of WSFS Financial (WSFS) in Q1 2024, closing a stake of 20,730 shares — an estimated $952K sold.

Kennedy Capital Management first reported a position in WSFS in Q3 2019 and held it in 10 quarters. The position peaked at $19.9M in Q4 2020. 240 funds tracked by Wall St. Rank hold WSFS as of Q1 2024.

Kennedy Capital Management reported no remaining WSFS Financial position as of Q1 2024 after selling out during the quarter.
Kennedy Capital Management sold 20,730 WSFS Financial shares in Q1 2024, an estimated $952K.
Kennedy Capital Management first reported a position in WSFS Financial in Q3 2019 and held it in 10 quarters.
Kennedy Capital Management's WSFS Financial position peaked at $19.9M in Q4 2020.
240 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2024.

Based on Kennedy Capital Management's 13F filing for Q1 2024, filed 15 May 2024.