Loomis, Sayles & Company
WBS

Loomis, Sayles & Company’s Webster Financial WBS Stock Holding History

Loomis, Sayles & Company’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
2023
Q4 		– Sell
-227
Closed -$9K – 1054
2023
Q3 		$9K Buy
+227
New +$9.65K ﹤0.01% 822
2021
Q1 		– Sell
-382
Closed -$16K – 902
2020
Q4 		$16K Buy
+382
New +$13.8K ﹤0.01% 646

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Loomis, Sayles & Company's WBS Position: Q4 2023 in Review

Loomis, Sayles & Company sold out of Webster Financial (WBS) in Q4 2023, closing a stake of 227 shares — an estimated $9K sold.

Loomis, Sayles & Company first reported a position in WBS in Q4 2020 and held it in 2 quarters. The position peaked at $16K in Q4 2020. 479 funds tracked by Wall St. Rank hold WBS as of Q4 2023.

  • Loomis, Sayles & Company reported no remaining Webster Financial position as of Q4 2023 after selling out during the quarter.
  • Loomis, Sayles & Company sold 227 Webster Financial shares in Q4 2023, an estimated $9K.
  • Loomis, Sayles & Company first reported a position in Webster Financial in Q4 2020 and held it in 2 quarters.
  • Loomis, Sayles & Company's Webster Financial position peaked at $16K in Q4 2020.
  • 479 funds tracked by Wall St. Rank held Webster Financial as of Q4 2023.

Based on Loomis, Sayles & Company's 13F filing for Q4 2023, filed 13 Feb 2024.