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Lawrence B. Seidman’s Waterstone Financial WSBF Stock Holding History

Lawrence B. Seidman’s Portfolio WSBF Stock Details WSBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$766K Sell
40,689
-6,818
-14% -$119K 0.96% 19
2020
Q3 		$736K Hold
47,507
– – 1.13% 19
2020
Q2 		$705K Sell
47,507
-2,174
-4% -$30.8K 0.95% 20
2020
Q1 		$722K Buy
+49,681
New +$843K 0.88% 21
2019
Q4 		– Sell
-308,967
Closed -$5.31M – 22
2019
Q3 		$5.31M Sell
308,967
-201,770
-40% -$3.4M 4.82% 8
2019
Q2 		$8.71M Sell
510,737
-10,000
-2% -$166K 7.22% 5
2019
Q1 		$8.57M Hold
520,737
– – 6.97% 5
2018
Q4 		$8.73M Hold
520,737
– – 6.85% 5
2018
Q3 		$8.93M Buy
520,737
+41,338
+9% +$706K 6.82% 6
2018
Q2 		$8.17M Sell
479,399
-500
-0.1% -$8.74K 6.24% 7
2018
Q1 		$8.54M Buy
479,899
+50,000
+12% +$867K 6.5% 6
2017
Q4 		$7.57M Sell
429,899
-370,000
-46% -$6.94M 5.78% 8
2017
Q3 		$15.9M Hold
799,899
– – 11.2% 1
2017
Q2 		$15.3M Buy
799,899
+10,500
+1% +$198K 9.43% 2
2017
Q1 		$14.7M Buy
789,399
+10,000
+1% +$183K 9.74% 3
2016
Q4 		$14.6M Sell
779,399
-51,571
-6% -$911K 10.28% 2
2016
Q3 		$14.4M Hold
830,970
– – 10.06% 3
2016
Q2 		$12.7M Buy
830,970
+2,337
+0.3% +$33.4K 8.73% 3
2016
Q1 		$11.3M Buy
828,633
+44,100
+6% +$606K 7.56% 4
2015
Q4 		$11.1M Buy
784,533
+8,400
+1% +$115K 7.23% 4
2015
Q3 		$10.5M Buy
776,133
+125,300
+19% +$1.64M 7.08% 4
2015
Q2 		$8.59M Buy
650,833
+44,400
+7% +$576K 5.83% 7
2015
Q1 		$7.79M Buy
606,433
+76,600
+14% +$988K 5.59% 7
2014
Q4 		$6.97M Buy
529,833
+236,252
+80% +$2.89M 5.68% 6
2014
Q3 		$3.39M Buy
293,581
+156,581
+114% +$1.79M 2.43% 11
2014
Q2 		$1.56M Buy
+137,000
New +$1.47M 0.84% 18

Other funds holding WSBF

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lawrence B. Seidman's WSBF Position: Q4 2020 in Review

Lawrence B. Seidman reduced its Waterstone Financial (WSBF) stake by 14% in Q4 2020, selling an estimated $119K and leaving 40,689 shares worth $766K. The position accounts for 0.96% of the portfolio, ranked #19.

Lawrence B. Seidman first reported a position in WSBF in Q2 2014 and has held it in 26 quarters since. The position peaked at $15.9M in Q3 2017. 104 funds tracked by Wall St. Rank hold WSBF as of Q4 2020.

  • Lawrence B. Seidman held 40,689 shares of Waterstone Financial worth $766K as of Q4 2020.
  • Lawrence B. Seidman sold 6,818 Waterstone Financial shares in Q4 2020, an estimated $119K.
  • Waterstone Financial made up 0.96% of Lawrence B. Seidman's portfolio in Q4 2020, its #19 holding.
  • Lawrence B. Seidman first reported a position in Waterstone Financial in Q2 2014 and has held it in 26 quarters since.
  • Lawrence B. Seidman's Waterstone Financial position peaked at $15.9M in Q3 2017.
  • 104 funds tracked by Wall St. Rank held Waterstone Financial as of Q4 2020.

Based on Lawrence B. Seidman's 13F filing for Q4 2020, filed 8 Feb 2021.