MME
WBS

Meag Munich Ergo’s Webster Financial WBS Stock Holding History

Meag Munich Ergo’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
Q2 		– Sell
-24,265
Closed -$957K – 206
2023
Q1 		$957K Buy
24,265
+7,067
+41% +$339K 0.05% 128
2022
Q4 		$814K Buy
+17,198
New +$861K 0.04% 155

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Meag Munich Ergo's WBS Position: Q2 2023 in Review

Meag Munich Ergo sold out of Webster Financial (WBS) in Q2 2023, closing a stake of 24,265 shares — an estimated $957K sold.

Meag Munich Ergo first reported a position in WBS in Q4 2022 and held it in 2 quarters. The position peaked at $957K in Q1 2023. 437 funds tracked by Wall St. Rank hold WBS as of Q2 2023.

  • Meag Munich Ergo reported no remaining Webster Financial position as of Q2 2023 after selling out during the quarter.
  • Meag Munich Ergo sold 24,265 Webster Financial shares in Q2 2023, an estimated $957K.
  • Meag Munich Ergo first reported a position in Webster Financial in Q4 2022 and held it in 2 quarters.
  • Meag Munich Ergo's Webster Financial position peaked at $957K in Q1 2023.
  • 437 funds tracked by Wall St. Rank held Webster Financial as of Q2 2023.

Based on Meag Munich Ergo's 13F filing for Q2 2023, filed 14 Jul 2023.