Meeder Asset Management’s WSFS Financial WSFS Stock Holding History

Meeder Asset Management’s Portfolio WSFS Stock Details WSFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-286	Closed	-$13K	–	842
2022 Q4	$13K	Sell	286 -574	-67%	-$27K	﹤0.01%	633
2022 Q3	$40K	Hold	860	–	–	﹤0.01%	910
2022 Q2	$34K	Hold	860	–	–	﹤0.01%	971
2022 Q1	$40K	Buy	+860	New	+$44.6K	﹤0.01%	1039
2020 Q2	–	Sell	-1,305	Closed	-$33K	–	2509
2020 Q1	$33K	Hold	1,305	–	–	﹤0.01%	1059
2019 Q4	$57K	Hold	1,305	–	–	﹤0.01%	988
2019 Q3	$58K	Hold	1,305	–	–	﹤0.01%	963
2019 Q2	$54K	Hold	1,305	–	–	﹤0.01%	939
2019 Q1	$50K	Buy	+1,305	New	+$54.3K	﹤0.01%	883
2017 Q4	–	Sell	-325	Closed	-$16K	–	1817
2017 Q3	$16K	Hold	325	–	–	﹤0.01%	956
2017 Q2	$15K	Buy	325 +226	+228%	+$10.3K	﹤0.01%	892
2017 Q1	$5K	Buy	+99	New	+$4.5K	﹤0.01%	1102

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Meeder Asset Management's WSFS Position: Q1 2023 in Review

Meeder Asset Management sold out of WSFS Financial (WSFS) in Q1 2023, closing a stake of 286 shares — an estimated $13K sold.

Meeder Asset Management first reported a position in WSFS in Q1 2017 and held it in 12 quarters. The position peaked at $58K in Q3 2019. 225 funds tracked by Wall St. Rank hold WSFS as of Q1 2023.

Meeder Asset Management reported no remaining WSFS Financial position as of Q1 2023 after selling out during the quarter.
Meeder Asset Management sold 286 WSFS Financial shares in Q1 2023, an estimated $13K.
Meeder Asset Management first reported a position in WSFS Financial in Q1 2017 and held it in 12 quarters.
Meeder Asset Management's WSFS Financial position peaked at $58K in Q3 2019.
225 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2023.

Based on Meeder Asset Management's 13F filing for Q1 2023, filed 15 May 2023.