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M&G Investment Management’s Webster Financial WBS Stock Holding History

M&G 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
2023
Q4 		– Sell
-166,993
Closed -$6.68M – 373
2023
Q3 		$6.68M Buy
+166,993
New +$7.1M 0.03% 254

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

M&G Investment Management's WBS Position: Q4 2023 in Review

M&G Investment Management sold out of Webster Financial (WBS) in Q4 2023, closing a stake of 166,993 shares — an estimated $6.68M sold.

M&G Investment Management first reported a position in WBS in Q3 2023 and held it in 1 quarter. The position peaked at $6.68M in Q3 2023. 478 funds tracked by Wall St. Rank hold WBS as of Q4 2023.

  • M&G Investment Management reported no remaining Webster Financial position as of Q4 2023 after selling out during the quarter.
  • M&G Investment Management sold 166,993 Webster Financial shares in Q4 2023, an estimated $6.68M.
  • M&G Investment Management first reported a position in Webster Financial in Q3 2023 and held it in 1 quarter.
  • M&G Investment Management's Webster Financial position peaked at $6.68M in Q3 2023.
  • 478 funds tracked by Wall St. Rank held Webster Financial as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.