Monarch Partners Asset Management’s Webster Financial WBS Stock Holding History

Monarch Partners Asset 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
2022 Q4	–	Sell	-69,859	Closed	-$3.16M	–	157
2022 Q3	$3.16M	Buy	+69,859	New	+$3.23M	0.95%	34
2016 Q1	–	Sell	-140,450	Closed	-$5.22M	–	173
2015 Q4	$5.22M	Buy	+140,450	New	+$5.32M	0.54%	76
2015 Q2	–	Sell	-49,775	Closed	-$1.84M	–	193
2015 Q1	$1.84M	Sell	49,775 -31,075	-38%	-$1.04M	0.37%	104
2014 Q4	$2.63M	Buy	80,850 +17,000	+27%	+$526K	0.57%	72
2014 Q3	$1.86M	Buy	+63,850	New	+$1.9M	0.49%	82
2013 Q4	–	Sell	-58,500	Closed	-$1.49M	–	134
2013 Q3	$1.49M	Buy	+58,500	New	+$1.56M	0.53%	80

Other funds holding WBS

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Monarch Partners Asset Management's WBS Position: Q4 2022 in Review

Monarch Partners Asset Management sold out of Webster Financial (WBS) in Q4 2022, closing a stake of 69,859 shares — an estimated $3.16M sold.

Monarch Partners Asset Management first reported a position in WBS in Q3 2013 and held it in 6 quarters. The position peaked at $5.22M in Q4 2015. 461 funds tracked by Wall St. Rank hold WBS as of Q4 2022.

Monarch Partners Asset Management reported no remaining Webster Financial position as of Q4 2022 after selling out during the quarter.
Monarch Partners Asset Management sold 69,859 Webster Financial shares in Q4 2022, an estimated $3.16M.
Monarch Partners Asset Management first reported a position in Webster Financial in Q3 2013 and held it in 6 quarters.
Monarch Partners Asset Management's Webster Financial position peaked at $5.22M in Q4 2015.
461 funds tracked by Wall St. Rank held Webster Financial as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.