Lindbrook Capital’s Waterstone Financial WSBF Stock Holding History

Lindbrook Capital’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
2023 Q3	–	Sell	-165	Closed	-$2.39K	–	2838
2023 Q2	$2.39K	Sell	165 -445	-73%	-$6.36K	﹤0.01%	2084
2023 Q1	$9.23K	Buy	610 +510	+510%	+$8.22K	﹤0.01%	1499
2022 Q4	$1.72K	Buy	100 +24	+32%	+$402	﹤0.01%	2295
2022 Q3	$1K	Sell	76 -175	-70%	-$3.08K	﹤0.01%	2529
2022 Q2	$4K	Buy	251 +173	+222%	+$2.97K	﹤0.01%	1707
2022 Q1	$2K	Sell	78 -40	-34%	-$808	﹤0.01%	2109
2021 Q4	$3K	Hold	118	–	–	﹤0.01%	1715
2021 Q3	$2K	Hold	118	–	–	﹤0.01%	1627
2021 Q2	$2K	Hold	118	–	–	﹤0.01%	1663
2021 Q1	$2K	Hold	118	–	–	﹤0.01%	1623
2020 Q4	$2K	Hold	118	–	–	﹤0.01%	1527
2020 Q3	$2K	Hold	118	–	–	﹤0.01%	1457
2020 Q2	$2K	Sell	118 -395	-77%	-$5.59K	﹤0.01%	1458
2020 Q1	$7K	Buy	+513	New	+$8.71K	﹤0.01%	894

Other funds holding WSBF

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return

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

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

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Foundry Partners Minneapolis, Minnesota $1.89B AUM 9.84% 1-Year Est. Return

Lindbrook Capital's WSBF Position: Q3 2023 in Review

Lindbrook Capital sold out of Waterstone Financial (WSBF) in Q3 2023, closing a stake of 165 shares — an estimated $2.39K sold.

Lindbrook Capital first reported a position in WSBF in Q1 2020 and held it in 14 quarters. The position peaked at $9.23K in Q1 2023. 92 funds tracked by Wall St. Rank hold WSBF as of Q3 2023.

Lindbrook Capital reported no remaining Waterstone Financial position as of Q3 2023 after selling out during the quarter.
Lindbrook Capital sold 165 Waterstone Financial shares in Q3 2023, an estimated $2.39K.
Lindbrook Capital first reported a position in Waterstone Financial in Q1 2020 and held it in 14 quarters.
Lindbrook Capital's Waterstone Financial position peaked at $9.23K in Q1 2023.
92 funds tracked by Wall St. Rank held Waterstone Financial as of Q3 2023.

Based on Lindbrook Capital's 13F filing for Q3 2023, filed 25 Oct 2023.