Robeco Institutional Asset Management
WAFD icon

Robeco Institutional Asset Management’s WaFd WAFD Stock Holding History

Robeco Institutional Asset Management’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-283,373
Closed -$7.26M – 1135
2023
Q3 		$7.26M Sell
283,373
-240,758
-46% -$6.73M 0.02% 488
2023
Q2 		$13.9M Sell
524,131
-73,954
-12% -$2.05M 0.04% 377
2023
Q1 		$18M Buy
598,085
+208,084
+53% +$7.04M 0.05% 336
2022
Q4 		$13.1M Buy
390,001
+90,759
+30% +$3.17M 0.04% 382
2022
Q3 		$8.97M Buy
299,242
+8,478
+3% +$275K 0.03% 414
2022
Q2 		$8.73M Buy
290,764
+50,088
+21% +$1.57M 0.03% 420
2022
Q1 		$7.9M Buy
240,676
+208,686
+652% +$7.32M 0.02% 483
2021
Q4 		$1.07M Buy
+31,990
New +$1.1M ﹤0.01% 702
2021
Q1 		– Sell
-239,275
Closed -$6.16M – 972
2020
Q4 		$6.16M Sell
239,275
-611,892
-72% -$14.6M 0.02% 520
2020
Q3 		$17.8M Sell
851,167
-214,266
-20% -$5.05M 0.05% 315
2020
Q2 		$28.6M Sell
1,065,433
-733,724
-41% -$18.9M 0.1% 237
2020
Q1 		$46.7M Sell
1,799,157
-102,316
-5% -$3.27M 0.19% 139
2019
Q4 		$69.7M Sell
1,901,473
-30,587
-2% -$1.12M 0.22% 123
2019
Q3 		$71.5M Buy
+1,932,060
New +$69M 0.25% 106
2018
Q2 		– Sell
-7,629
Closed -$264K – 989
2018
Q1 		$264K Buy
+7,629
New +$271K ﹤0.01% 865
2017
Q4 		– Sell
-112,349
Closed -$3.78M – 921
2017
Q3 		$3.78M Sell
112,349
-171,415
-60% -$5.57M 0.02% 477
2017
Q2 		$9.42M Buy
283,764
+8,882
+3% +$294K 0.06% 318
2017
Q1 		$9.1M Buy
274,882
+184,034
+203% +$6.17M 0.06% 328
2016
Q4 		$3.12M Hold
90,848
– – 0.02% 442
2016
Q3 		$2.42M Hold
90,848
– – 0.02% 486
2016
Q2 		$2.2M Sell
90,848
-22,290
-20% -$536K 0.02% 504
2016
Q1 		$2.56M Buy
113,138
+904
+0.8% +$19.6K 0.02% 458
2015
Q4 		$2.67M Buy
+112,234
New +$2.76M 0.02% 446

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Robeco Institutional Asset Management's WAFD Position: Q4 2023 in Review

Robeco Institutional Asset Management sold out of WaFd (WAFD) in Q4 2023, closing a stake of 283,373 shares — an estimated $7.26M sold.

Robeco Institutional Asset Management first reported a position in WAFD in Q4 2015 and held it in 23 quarters. The position peaked at $71.5M in Q3 2019. 213 funds tracked by Wall St. Rank hold WAFD as of Q4 2023.

  • Robeco Institutional Asset Management reported no remaining WaFd position as of Q4 2023 after selling out during the quarter.
  • Robeco Institutional Asset Management sold 283,373 WaFd shares in Q4 2023, an estimated $7.26M.
  • Robeco Institutional Asset Management first reported a position in WaFd in Q4 2015 and held it in 23 quarters.
  • Robeco Institutional Asset Management's WaFd position peaked at $71.5M in Q3 2019.
  • 213 funds tracked by Wall St. Rank held WaFd as of Q4 2023.

Based on Robeco Institutional Asset Management's 13F filing for Q4 2023, filed 8 Feb 2024.