MFG
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Mendota Financial Group’s WSFS Financial WSFS Stock Holding History

Mendota Financial Group’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
2024
Q4 		– Sell
-4
Closed -$204 – 1173
2024
Q3 		$204 Buy
+4
New +$207 ﹤0.01% 632

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Dimensional Fund Advisors
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State Street
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Mendota Financial Group's WSFS Position: Q4 2024 in Review

Mendota Financial Group sold out of WSFS Financial (WSFS) in Q4 2024, closing a stake of 4 shares — an estimated $204 sold.

Mendota Financial Group first reported a position in WSFS in Q3 2024 and held it in 1 quarter. The position peaked at $204 in Q3 2024. 250 funds tracked by Wall St. Rank hold WSFS as of Q4 2024.

  • Mendota Financial Group reported no remaining WSFS Financial position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 4 WSFS Financial shares in Q4 2024, an estimated $204.
  • Mendota Financial Group first reported a position in WSFS Financial in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's WSFS Financial position peaked at $204 in Q3 2024.
  • 250 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.