LP
WSFS icon

LMR Partners’s WSFS Financial WSFS Stock Holding History

LMR Partners’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
Q4 		– Sell
-4,645
Closed -$237K – 1645
2024
Q3 		$237K Buy
+4,645
New +$241K ﹤0.01% 959

Other funds holding WSFS

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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

LMR Partners's WSFS Position: Q4 2024 in Review

LMR Partners sold out of WSFS Financial (WSFS) in Q4 2024, closing a stake of 4,645 shares — an estimated $237K sold.

LMR Partners first reported a position in WSFS in Q3 2024 and held it in 1 quarter. The position peaked at $237K in Q3 2024. 250 funds tracked by Wall St. Rank hold WSFS as of Q4 2024.

  • LMR Partners reported no remaining WSFS Financial position as of Q4 2024 after selling out during the quarter.
  • LMR Partners sold 4,645 WSFS Financial shares in Q4 2024, an estimated $237K.
  • LMR Partners first reported a position in WSFS Financial in Q3 2024 and held it in 1 quarter.
  • LMR Partners's WSFS Financial position peaked at $237K in Q3 2024.
  • 250 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2024.

Based on LMR Partners's 13F filing for Q4 2024, filed 14 Feb 2025.