LIM
WBS

Longfellow Investment Management’s Webster Financial WBS Stock Holding History

Longfellow Investment Management’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
2022
Q4 		– Sell
-1,005
Closed -$45K – 325
2022
Q3 		$45K Hold
1,005
– – 0.01% 232
2022
Q2 		$43K Hold
1,005
– – 0.01% 237
2022
Q1 		$57K Hold
1,005
– – 0.01% 264
2021
Q4 		$57K Buy
+1,005
New +$56.6K 0.01% 275
2021
Q3 		– Sell
-1,005
Closed -$54K – 447
2021
Q2 		$54K Sell
1,005
-481
-32% -$26.7K 0.01% 312
2021
Q1 		$82K Hold
1,486
– – 0.01% 375
2020
Q4 		$63K Buy
+1,486
New +$53.6K 0.01% 366

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Longfellow Investment Management's WBS Position: Q4 2022 in Review

Longfellow Investment Management sold out of Webster Financial (WBS) in Q4 2022, closing a stake of 1,005 shares — an estimated $45K sold.

Longfellow Investment Management first reported a position in WBS in Q4 2020 and held it in 7 quarters. The position peaked at $82K in Q1 2021. 461 funds tracked by Wall St. Rank hold WBS as of Q4 2022.

  • Longfellow Investment Management reported no remaining Webster Financial position as of Q4 2022 after selling out during the quarter.
  • Longfellow Investment Management sold 1,005 Webster Financial shares in Q4 2022, an estimated $45K.
  • Longfellow Investment Management first reported a position in Webster Financial in Q4 2020 and held it in 7 quarters.
  • Longfellow Investment Management's Webster Financial position peaked at $82K in Q1 2021.
  • 461 funds tracked by Wall St. Rank held Webster Financial as of Q4 2022.

Based on Longfellow Investment Management's 13F filing for Q4 2022, filed 9 Feb 2023.