Nordea Investment Management
WBS

Nordea Investment Management’s Webster Financial WBS Stock Holding History

Nordea 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
2023
Q4 		– Sell
-11,713
Closed -$477K – 971
2023
Q3 		$477K Hold
11,713
– – ﹤0.01% 917
2023
Q2 		$447K Hold
11,713
– – ﹤0.01% 918
2023
Q1 		$457K Buy
11,713
+46
+0.4% +$2.21K ﹤0.01% 911
2022
Q4 		$550K Sell
11,667
-106
-0.9% -$5.31K ﹤0.01% 872
2022
Q3 		$540K Buy
11,773
+1,672
+17% +$77.4K ﹤0.01% 884
2022
Q2 		$421K Sell
10,101
-92
-0.9% -$4.43K ﹤0.01% 912
2022
Q1 		$588K Buy
+10,193
New +$605K ﹤0.01% 876
2016
Q2 		– Sell
-36,000
Closed -$1.29M – 1024
2016
Q1 		$1.29M Buy
36,000
+1,300
+4% +$44.5K ﹤0.01% 500
2015
Q4 		$1.29M Sell
34,700
-8,200
-19% -$311K ﹤0.01% 492
2015
Q3 		$1.53M Buy
42,900
+2,700
+7% +$101K 0.01% 374
2015
Q2 		$1.59M Sell
40,200
-25,200
-39% -$950K 0.01% 372
2015
Q1 		$2.42M Buy
+65,400
New +$2.2M 0.01% 311

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Nordea Investment Management's WBS Position: Q4 2023 in Review

Nordea Investment Management sold out of Webster Financial (WBS) in Q4 2023, closing a stake of 11,713 shares — an estimated $477K sold.

Nordea Investment Management first reported a position in WBS in Q1 2015 and held it in 12 quarters. The position peaked at $2.42M in Q1 2015. 479 funds tracked by Wall St. Rank hold WBS as of Q4 2023.

  • Nordea Investment Management reported no remaining Webster Financial position as of Q4 2023 after selling out during the quarter.
  • Nordea Investment Management sold 11,713 Webster Financial shares in Q4 2023, an estimated $477K.
  • Nordea Investment Management first reported a position in Webster Financial in Q1 2015 and held it in 12 quarters.
  • Nordea Investment Management's Webster Financial position peaked at $2.42M in Q1 2015.
  • 479 funds tracked by Wall St. Rank held Webster Financial as of Q4 2023.

Based on Nordea Investment Management's 13F filing for Q4 2023, filed 10 Jan 2024.