Robeco Institutional Asset Management’s Webster Financial WBS Stock Holding History

Robeco Institutional 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
2023 Q4	–	Sell	-5,342	Closed	-$215K	–	1136
2023 Q3	$215K	Sell	5,342 -809	-13%	-$34.4K	﹤0.01%	917
2023 Q2	$232K	Sell	6,151 -33,388	-84%	-$1.23M	﹤0.01%	935
2023 Q1	$1.56M	Sell	39,539 -8,067	-17%	-$387K	﹤0.01%	715
2022 Q4	$2.25M	Buy	47,606 +26,006	+120%	+$1.3M	0.01%	682
2022 Q3	$976K	Buy	21,600 +8,643	+67%	+$400K	﹤0.01%	703
2022 Q2	$547K	Hold	12,957	–	–	﹤0.01%	758
2022 Q1	$727K	Buy	+12,957	New	+$769K	﹤0.01%	736
2021 Q3	–	Sell	-1,847	Closed	-$99K	–	965
2021 Q2	$99K	Buy	+1,847	New	+$102K	﹤0.01%	911
2019 Q1	–	Sell	-141	Closed	-$7K	–	994
2018 Q4	$7K	Sell	141 -141	-50%	-$8.05K	﹤0.01%	962
2018 Q3	$16K	Buy	+282	New	+$18.3K	﹤0.01%	971

Other funds holding WBS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Robeco Institutional Asset Management sold out of Webster Financial (WBS) in Q4 2023, closing a stake of 5,342 shares — an estimated $215K sold.

Robeco Institutional Asset Management first reported a position in WBS in Q3 2018 and held it in 10 quarters. The position peaked at $2.25M in Q4 2022. 479 funds tracked by Wall St. Rank hold WBS as of Q4 2023.

Robeco Institutional Asset Management reported no remaining Webster Financial position as of Q4 2023 after selling out during the quarter.
Robeco Institutional Asset Management sold 5,342 Webster Financial shares in Q4 2023, an estimated $215K.
Robeco Institutional Asset Management first reported a position in Webster Financial in Q3 2018 and held it in 10 quarters.
Robeco Institutional Asset Management's Webster Financial position peaked at $2.25M in Q4 2022.
479 funds tracked by Wall St. Rank held Webster Financial as of Q4 2023.

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