Sienna Gestion’s Webster Financial WBS Stock Holding History

Sienna Gestion’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 Q2	–	Sell	-160,094	Closed	-$8.13M	–	191
2024 Q1	$8.13M	Buy	+160,094	New	+$7.83M	0.7%	49

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

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

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

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

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

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

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

Sienna Gestion's WBS Position: Q2 2024 in Review

Sienna Gestion sold out of Webster Financial (WBS) in Q2 2024, closing a stake of 160,094 shares — an estimated $8.13M sold.

Sienna Gestion first reported a position in WBS in Q1 2024 and held it in 1 quarter. The position peaked at $8.13M in Q1 2024. 455 funds tracked by Wall St. Rank hold WBS as of Q2 2024.

Sienna Gestion reported no remaining Webster Financial position as of Q2 2024 after selling out during the quarter.
Sienna Gestion sold 160,094 Webster Financial shares in Q2 2024, an estimated $8.13M.
Sienna Gestion first reported a position in Webster Financial in Q1 2024 and held it in 1 quarter.
Sienna Gestion's Webster Financial position peaked at $8.13M in Q1 2024.
455 funds tracked by Wall St. Rank held Webster Financial as of Q2 2024.

Based on Sienna Gestion's 13F filing for Q2 2024, filed 12 Aug 2024.