Schroder Investment Management Group
WBS

Schroder Investment Management Group’s Webster Financial WBS Stock Holding History

Schroder Investment Management Group’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
Q1 		– Sell
-22,288
Closed -$1.06M – 1339
2022
Q4 		$1.06M Buy
22,288
+1,529
+7% +$76.6K ﹤0.01% 1047
2022
Q3 		$938K Buy
20,759
+11,951
+136% +$553K ﹤0.01% 1056
2022
Q2 		$383K Sell
8,808
-7,211
-45% -$347K ﹤0.01% 1206
2022
Q1 		$924K Buy
+16,019
New +$951K ﹤0.01% 1143
2020
Q3 		– Sell
-663,306
Closed -$19M – 1395
2020
Q2 		$19M Buy
663,306
+20,490
+3% +$543K 0.03% 425
2020
Q1 		$14.7M Sell
642,816
-43,669
-6% -$1.78M 0.03% 443
2019
Q4 		$36.6M Sell
686,485
-124,101
-15% -$5.97M 0.06% 347
2019
Q3 		$38.3M Buy
810,586
+93,186
+13% +$4.41M 0.07% 319
2019
Q2 		$34.3M Sell
717,400
-8,432
-1% -$420K 0.06% 324
2019
Q1 		$36.8M Sell
725,832
-13,224
-2% -$717K 0.07% 320
2018
Q4 		$36.4K Buy
739,056
+74,424
+11% +$4.25M 0.07% 302
2018
Q3 		$39.2M Sell
664,632
-34,334
-5% -$2.23M 0.07% 322
2018
Q2 		$44.8M Sell
698,966
-36,618
-5% -$2.28M 0.08% 290
2018
Q1 		$40.8M Sell
735,584
-6,131
-0.8% -$347K 0.07% 309
2017
Q4 		$41.7M Buy
741,715
+43,914
+6% +$2.4M 0.07% 326
2017
Q3 		$36.3M Buy
697,801
+25,014
+4% +$1.25M 0.06% 345
2017
Q2 		$35.2M Buy
672,787
+33,818
+5% +$1.71M 0.06% 349
2017
Q1 		$32.4M Buy
638,969
+38,914
+6% +$2.08M 0.06% 363
2016
Q4 		$32.6M Sell
600,055
-5,561
-0.9% -$255K 0.06% 369
2016
Q3 		$23M Buy
605,616
+66,616
+12% +$2.45M 0.04% 441
2016
Q2 		$18.3M Sell
539,000
-87,000
-14% -$3.17M 0.04% 482
2016
Q1 		$22.6M Buy
626,000
+86,700
+16% +$2.97M 0.05% 435
2015
Q4 		$20.1M Buy
+539,300
New +$20.4M 0.04% 466
2014
Q2 		– Sell
-2,000
Closed -$62.1K – 1445
2014
Q1 		$62.1K Buy
+2,000
New +$61.4K ﹤0.01% 1264

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Schroder Investment Management Group's WBS Position: Q1 2023 in Review

Schroder Investment Management Group sold out of Webster Financial (WBS) in Q1 2023, closing a stake of 22,288 shares — an estimated $1.06M sold.

Schroder Investment Management Group first reported a position in WBS in Q1 2014 and held it in 24 quarters. The position peaked at $44.8M in Q2 2018. 457 funds tracked by Wall St. Rank hold WBS as of Q1 2023.

  • Schroder Investment Management Group reported no remaining Webster Financial position as of Q1 2023 after selling out during the quarter.
  • Schroder Investment Management Group sold 22,288 Webster Financial shares in Q1 2023, an estimated $1.06M.
  • Schroder Investment Management Group first reported a position in Webster Financial in Q1 2014 and held it in 24 quarters.
  • Schroder Investment Management Group's Webster Financial position peaked at $44.8M in Q2 2018.
  • 457 funds tracked by Wall St. Rank held Webster Financial as of Q1 2023.

Based on Schroder Investment Management Group's 13F filing for Q1 2023, filed 11 May 2023.