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Mesirow Institutional Investment Management’s Webster Financial WBS Stock Holding History

Mesirow Institutional Investment 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
2024
Q3 		– Sell
-73,548
Closed -$3.21M – 139
2024
Q2 		$3.21M Sell
73,548
-700
-0.9% -$31.2K 0.28% 88
2024
Q1 		$3.77M Sell
74,248
-98
-0.1% -$4.79K 0.34% 82
2023
Q4 		$3.77M Buy
74,346
+628
+0.9% +$27.1K 0.35% 79
2023
Q3 		$2.97M Buy
73,718
+564
+0.8% +$24K 0.3% 89
2023
Q2 		$2.76M Buy
73,154
+27,739
+61% +$1.02M 0.28% 92
2023
Q1 		$1.79M Hold
45,415
– – 0.19% 133
2022
Q4 		$2.15M Sell
45,415
-155
-0.3% -$7.76K 0.28% 93
2022
Q3 		$2.06M Buy
+45,570
New +$2.11M 0.3% 86

Other funds holding WBS

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Mesirow Institutional Investment Management's WBS Position: Q3 2024 in Review

Mesirow Institutional Investment Management sold out of Webster Financial (WBS) in Q3 2024, closing a stake of 73,548 shares — an estimated $3.21M sold.

Mesirow Institutional Investment Management first reported a position in WBS in Q3 2022 and held it in 8 quarters. The position peaked at $3.77M in Q4 2023. 438 funds tracked by Wall St. Rank hold WBS as of Q3 2024.

  • Mesirow Institutional Investment Management reported no remaining Webster Financial position as of Q3 2024 after selling out during the quarter.
  • Mesirow Institutional Investment Management sold 73,548 Webster Financial shares in Q3 2024, an estimated $3.21M.
  • Mesirow Institutional Investment Management first reported a position in Webster Financial in Q3 2022 and held it in 8 quarters.
  • Mesirow Institutional Investment Management's Webster Financial position peaked at $3.77M in Q4 2023.
  • 438 funds tracked by Wall St. Rank held Webster Financial as of Q3 2024.

Based on Mesirow Institutional Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.