Manchester Capital Management’s Webster Financial WBS Stock Holding History

Manchester Capital 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 Q1	–	Sell	-5	Closed	-$237	–	1118
2022 Q4	$237	Hold	5	–	–	﹤0.01%	969
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1021
2022 Q2	$0	Hold	5	–	–	﹤0.01%	1167
2022 Q1	$0	Hold	5	–	–	﹤0.01%	1098
2021 Q4	$0	Hold	5	–	–	﹤0.01%	1109
2021 Q3	$0	Hold	5	–	–	﹤0.01%	1137
2021 Q2	$0	Hold	5	–	–	﹤0.01%	810
2021 Q1	$0	Hold	5	–	–	﹤0.01%	797
2020 Q4	$0	Buy	+5	New	+$180	﹤0.01%	786
2015 Q1	–	Sell	-1,625	Closed	-$53K	–	896
2014 Q4	$53K	Hold	1,625	–	–	0.01%	707
2014 Q3	$47K	Hold	1,625	–	–	0.01%	737
2014 Q2	$51K	Buy	+1,625	New	+$49.5K	0.01%	708

Other funds holding WBS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Manchester Capital Management's WBS Position: Q1 2023 in Review

Manchester Capital Management sold out of Webster Financial (WBS) in Q1 2023, closing a stake of 5 shares — an estimated $237 sold.

Manchester Capital Management first reported a position in WBS in Q2 2014 and held it in 12 quarters. The position peaked at $53K in Q4 2014. 457 funds tracked by Wall St. Rank hold WBS as of Q1 2023.

Manchester Capital Management reported no remaining Webster Financial position as of Q1 2023 after selling out during the quarter.
Manchester Capital Management sold 5 Webster Financial shares in Q1 2023, an estimated $237.
Manchester Capital Management first reported a position in Webster Financial in Q2 2014 and held it in 12 quarters.
Manchester Capital Management's Webster Financial position peaked at $53K in Q4 2014.
457 funds tracked by Wall St. Rank held Webster Financial as of Q1 2023.

Based on Manchester Capital Management's 13F filing for Q1 2023, filed 9 May 2023.