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Stadium Capital Management’s WSFS Financial WSFS Stock Holding History

Stadium Capital Management’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-100,706
Closed -$4.52M – 11
2020
Q4 		$4.52M Sell
100,706
-343,795
-77% -$12.6M 2.26% 7
2020
Q3 		$12M Buy
444,501
+138,168
+45% +$3.9M 5.68% 5
2020
Q2 		$8.79M Buy
306,333
+147,343
+93% +$3.9M 3.52% 6
2020
Q1 		$3.96M Buy
+158,990
New +$5.75M 2.24% 10
2014
Q4 		– Sell
-14,682
Closed -$350K – 13
2014
Q3 		$350K Sell
14,682
-236,283
-94% -$5.71M 0.11% 12
2014
Q2 		$6.16M Sell
250,965
-177,999
-41% -$4.13M 1.64% 11
2014
Q1 		$10.2M Sell
428,964
-33,177
-7% -$799K 2.91% 7
2013
Q4 		$11.9M Sell
462,141
-358,557
-44% -$8.37M 3.35% 7
2013
Q3 		$16.5M Sell
820,698
-178,815
-18% -$3.58M 4.33% 7
2013
Q2 		$17.5M Buy
+999,513
New +$16.6M 4.39% 8

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Stadium Capital Management's WSFS Position: Q1 2021 in Review

Stadium Capital Management sold out of WSFS Financial (WSFS) in Q1 2021, closing a stake of 100,706 shares — an estimated $4.52M sold.

Stadium Capital Management first reported a position in WSFS in Q2 2013 and held it in 10 quarters. The position peaked at $17.5M in Q2 2013. 188 funds tracked by Wall St. Rank hold WSFS as of Q1 2021.

  • Stadium Capital Management reported no remaining WSFS Financial position as of Q1 2021 after selling out during the quarter.
  • Stadium Capital Management sold 100,706 WSFS Financial shares in Q1 2021, an estimated $4.52M.
  • Stadium Capital Management first reported a position in WSFS Financial in Q2 2013 and held it in 10 quarters.
  • Stadium Capital Management's WSFS Financial position peaked at $17.5M in Q2 2013.
  • 188 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2021.

Based on Stadium Capital Management's 13F filing for Q1 2021, filed 17 May 2021.