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Mendota Financial Group’s West Pharmaceutical WST Stock Holding History

Mendota Financial Group’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-219
Closed -$82.2K – 410
2023
Q3 		$82.2K Sell
219
-56
-20% -$21.7K 0.09% 109
2023
Q2 		$105K Buy
+275
New +$98.2K 0.12% 88
2023
Q1 		– Sell
-505
Closed -$119K – 360
2022
Q4 		$119K Buy
+505
New +$120K 0.15% 79

Other funds holding WST

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mendota Financial Group's WST Position: Q4 2023 in Review

Mendota Financial Group sold out of West Pharmaceutical (WST) in Q4 2023, closing a stake of 219 shares — an estimated $82.2K sold.

Mendota Financial Group first reported a position in WST in Q4 2022 and held it in 3 quarters. The position peaked at $119K in Q4 2022. 782 funds tracked by Wall St. Rank hold WST as of Q4 2023.

  • Mendota Financial Group reported no remaining West Pharmaceutical position as of Q4 2023 after selling out during the quarter.
  • Mendota Financial Group sold 219 West Pharmaceutical shares in Q4 2023, an estimated $82.2K.
  • Mendota Financial Group first reported a position in West Pharmaceutical in Q4 2022 and held it in 3 quarters.
  • Mendota Financial Group's West Pharmaceutical position peaked at $119K in Q4 2022.
  • 782 funds tracked by Wall St. Rank held West Pharmaceutical as of Q4 2023.

Based on Mendota Financial Group's 13F filing for Q4 2023, filed 19 Jan 2024.