Seven Eight Capital’s Webster Financial WBS Stock Holding History

Seven Eight Capital’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
2024 Q4	–	Sell	-36,935	Closed	-$1.72M	–	642
2024 Q3	$1.72M	Sell	36,935 -1,764	-5%	-$81K	0.15%	224
2024 Q2	$1.69M	Buy	38,699 +28,988	+299%	+$1.29M	0.18%	188
2024 Q1	$493K	Buy	+9,711	New	+$475K	0.05%	457
2020 Q2	–	Sell	-11,300	Closed	-$259K	–	578
2020 Q1	$259K	Buy	+11,300	New	+$460K	0.07%	345
2019 Q3	–	Sell	-12,800	Closed	-$611K	–	743
2019 Q2	$611K	Buy	+12,800	New	+$638K	0.03%	462
2018 Q4	–	Sell	-10,100	Closed	-$595K	–	723
2018 Q3	$595K	Buy	+10,100	New	+$657K	0.04%	428
2017 Q3	–	Sell	-2,700	Closed	-$141K	–	637
2017 Q2	$141K	Buy	+2,700	New	+$136K	0.02%	414

Other funds holding WBS

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Seven Eight Capital's WBS Position: Q4 2024 in Review

Seven Eight Capital sold out of Webster Financial (WBS) in Q4 2024, closing a stake of 36,935 shares — an estimated $1.72M sold.

Seven Eight Capital first reported a position in WBS in Q2 2017 and held it in 7 quarters. The position peaked at $1.72M in Q3 2024. 470 funds tracked by Wall St. Rank hold WBS as of Q4 2024.

Seven Eight Capital reported no remaining Webster Financial position as of Q4 2024 after selling out during the quarter.
Seven Eight Capital sold 36,935 Webster Financial shares in Q4 2024, an estimated $1.72M.
Seven Eight Capital first reported a position in Webster Financial in Q2 2017 and held it in 7 quarters.
Seven Eight Capital's Webster Financial position peaked at $1.72M in Q3 2024.
470 funds tracked by Wall St. Rank held Webster Financial as of Q4 2024.

Based on Seven Eight Capital's 13F filing for Q4 2024.