Occudo Quantitative Strategies’s Washington Trust Bancorp WASH Stock Holding History

Occudo Quantitative Strategies’s Portfolio WASH Stock Details WASH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,235	Closed	-$201K	–	980
2024 Q3	$201K	Buy	+6,235	New	+$191K	0.04%	588
2024 Q1	–	Sell	-6,608	Closed	-$214K	–	1056
2023 Q4	$214K	Sell	6,608 -1,422	-18%	-$38.7K	0.03%	634
2023 Q3	$211K	Sell	8,030 -2,059	-20%	-$58.8K	0.03%	785
2023 Q2	$270K	Buy	+10,089	New	+$282K	0.03%	771
2023 Q1	–	Sell	-4,466	Closed	-$211K	–	1222
2022 Q4	$211K	Buy	+4,466	New	+$215K	0.02%	761

Other funds holding WASH

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Occudo Quantitative Strategies's WASH Position: Q4 2024 in Review

Occudo Quantitative Strategies sold out of Washington Trust Bancorp (WASH) in Q4 2024, closing a stake of 6,235 shares — an estimated $201K sold.

Occudo Quantitative Strategies first reported a position in WASH in Q4 2022 and held it in 5 quarters. The position peaked at $270K in Q2 2023. 162 funds tracked by Wall St. Rank hold WASH as of Q4 2024.

Occudo Quantitative Strategies reported no remaining Washington Trust Bancorp position as of Q4 2024 after selling out during the quarter.
Occudo Quantitative Strategies sold 6,235 Washington Trust Bancorp shares in Q4 2024, an estimated $201K.
Occudo Quantitative Strategies first reported a position in Washington Trust Bancorp in Q4 2022 and held it in 5 quarters.
Occudo Quantitative Strategies's Washington Trust Bancorp position peaked at $270K in Q2 2023.
162 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2024.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.