Robeco Institutional Asset Management’s Waterstone Financial WSBF Stock Holding History

Robeco Institutional Asset Management’s Portfolio WSBF Stock Details WSBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,001	Closed	-$170K	–	1102
2023 Q4	$170K	Hold	12,001	–	–	﹤0.01%	919
2023 Q3	$131K	Hold	12,001	–	–	﹤0.01%	947
2023 Q2	$174K	Hold	12,001	–	–	﹤0.01%	952
2023 Q1	$182K	Hold	12,001	–	–	﹤0.01%	946
2022 Q4	$207K	Hold	12,001	–	–	﹤0.01%	923
2022 Q3	$194K	Hold	12,001	–	–	﹤0.01%	838
2022 Q2	$205K	Hold	12,001	–	–	﹤0.01%	828
2022 Q1	$232K	Hold	12,001	–	–	﹤0.01%	834
2021 Q4	$263K	Hold	12,001	–	–	﹤0.01%	818
2021 Q3	$246K	Buy	12,001 +2,969	+33%	+$59.1K	﹤0.01%	831
2021 Q2	$177K	Buy	9,032 +6,317	+233%	+$127K	﹤0.01%	893
2021 Q1	$55K	Buy	+2,715	New	+$53.7K	﹤0.01%	928

Other funds holding WSBF

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

RIP

Rhino Investment Partners West Conshohocken, Pennsylvania $331M AUM 34.26% 1-Year Est. Return

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

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

Robeco Institutional Asset Management's WSBF Position: Q1 2024 in Review

Robeco Institutional Asset Management sold out of Waterstone Financial (WSBF) in Q1 2024, closing a stake of 12,001 shares — an estimated $170K sold.

Robeco Institutional Asset Management first reported a position in WSBF in Q1 2021 and held it in 12 quarters. The position peaked at $263K in Q4 2021. 85 funds tracked by Wall St. Rank hold WSBF as of Q1 2024.

Robeco Institutional Asset Management reported no remaining Waterstone Financial position as of Q1 2024 after selling out during the quarter.
Robeco Institutional Asset Management sold 12,001 Waterstone Financial shares in Q1 2024, an estimated $170K.
Robeco Institutional Asset Management first reported a position in Waterstone Financial in Q1 2021 and held it in 12 quarters.
Robeco Institutional Asset Management's Waterstone Financial position peaked at $263K in Q4 2021.
85 funds tracked by Wall St. Rank held Waterstone Financial as of Q1 2024.

Based on Robeco Institutional Asset Management's 13F filing for Q1 2024, filed 24 Apr 2024.