Monarch Partners Asset Management’s WSFS Financial WSFS Stock Holding History

Monarch Partners 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
2021 Q4	–	Sell	-92,000	Closed	-$4.72M	–	179
2021 Q3	$4.72M	Buy	+92,000	New	+$4.14M	0.69%	63
2018 Q4	–	Sell	-63,960	Closed	-$3.02M	–	212
2018 Q3	$3.02M	Buy	63,960 +615	+1%	+$31.7K	0.27%	101
2018 Q2	$3.38M	Sell	63,345 -850	-1%	-$44.1K	0.31%	100
2018 Q1	$3.08M	Buy	64,195 +1,140	+2%	+$56.4K	0.29%	112
2017 Q4	$3.02M	Buy	63,055 +865	+1%	+$42.7K	0.28%	113
2017 Q3	$3.03M	Sell	62,190 -6,240	-9%	-$282K	0.29%	115
2017 Q2	$3.1M	Buy	68,430 +14,960	+28%	+$684K	0.31%	108
2017 Q1	$2.46M	Buy	+53,470	New	+$2.43M	0.25%	114

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

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

Monarch Partners Asset Management's WSFS Position: Q4 2021 in Review

Monarch Partners Asset Management sold out of WSFS Financial (WSFS) in Q4 2021, closing a stake of 92,000 shares — an estimated $4.72M sold.

Monarch Partners Asset Management first reported a position in WSFS in Q1 2017 and held it in 8 quarters. The position peaked at $4.72M in Q3 2021. 202 funds tracked by Wall St. Rank hold WSFS as of Q4 2021.

Monarch Partners Asset Management reported no remaining WSFS Financial position as of Q4 2021 after selling out during the quarter.
Monarch Partners Asset Management sold 92,000 WSFS Financial shares in Q4 2021, an estimated $4.72M.
Monarch Partners Asset Management first reported a position in WSFS Financial in Q1 2017 and held it in 8 quarters.
Monarch Partners Asset Management's WSFS Financial position peaked at $4.72M in Q3 2021.
202 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2021.

Based on Monarch Partners Asset Management's 13F filing for Q4 2021, filed 3 Feb 2022.