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Stone Ridge Asset Management’s WSFS Financial WSFS Stock Holding History

Stone Ridge Asset 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
2019
Q1 		– Sell
-9,659
Closed -$366K – 1247
2018
Q4 		$366K Buy
9,659
+5,204
+117% +$219K 0.02% 910
2018
Q3 		$210K Buy
4,455
+362
+9% +$18.6K 0.01% 1172
2018
Q2 		$218K Buy
+4,093
New +$212K 0.01% 1151

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Stone Ridge Asset Management's WSFS Position: Q1 2019 in Review

Stone Ridge Asset Management sold out of WSFS Financial (WSFS) in Q1 2019, closing a stake of 9,659 shares — an estimated $366K sold.

Stone Ridge Asset Management first reported a position in WSFS in Q2 2018 and held it in 3 quarters. The position peaked at $366K in Q4 2018. 190 funds tracked by Wall St. Rank hold WSFS as of Q1 2019.

  • Stone Ridge Asset Management reported no remaining WSFS Financial position as of Q1 2019 after selling out during the quarter.
  • Stone Ridge Asset Management sold 9,659 WSFS Financial shares in Q1 2019, an estimated $366K.
  • Stone Ridge Asset Management first reported a position in WSFS Financial in Q2 2018 and held it in 3 quarters.
  • Stone Ridge Asset Management's WSFS Financial position peaked at $366K in Q4 2018.
  • 190 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2019.

Based on Stone Ridge Asset Management's 13F filing for Q1 2019, filed 14 May 2019.