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Lisanti Capital Growth’s Webster Financial WBS Stock Holding History

Lisanti Capital Growth’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
Q1 		– Sell
-142,710
Closed -$7.24M – 155
2023
Q4 		$7.24M Buy
+142,710
New +$6.17M 1.71% 8

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Lisanti Capital Growth's WBS Position: Q1 2024 in Review

Lisanti Capital Growth sold out of Webster Financial (WBS) in Q1 2024, closing a stake of 142,710 shares — an estimated $7.24M sold.

Lisanti Capital Growth first reported a position in WBS in Q4 2023 and held it in 1 quarter. The position peaked at $7.24M in Q4 2023. 470 funds tracked by Wall St. Rank hold WBS as of Q1 2024.

  • Lisanti Capital Growth reported no remaining Webster Financial position as of Q1 2024 after selling out during the quarter.
  • Lisanti Capital Growth sold 142,710 Webster Financial shares in Q1 2024, an estimated $7.24M.
  • Lisanti Capital Growth first reported a position in Webster Financial in Q4 2023 and held it in 1 quarter.
  • Lisanti Capital Growth's Webster Financial position peaked at $7.24M in Q4 2023.
  • 470 funds tracked by Wall St. Rank held Webster Financial as of Q1 2024.

Based on Lisanti Capital Growth's 13F filing for Q1 2024, filed 7 May 2024.