SMDAM
WBS

Sumitomo Mitsui DS Asset Management’s Webster Financial WBS Stock Holding History

Sumitomo Mitsui DS Asset Management’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
Q4 		– Sell
-14,437
Closed -$582K – 806
2023
Q3 		$582K Sell
14,437
-42
-0.3% -$1.79K 0.01% 658
2023
Q2 		$547K Hold
14,479
– – 0.01% 667
2023
Q1 		$571K Buy
14,479
+4,318
+42% +$207K 0.01% 646
2022
Q4 		$481K Hold
10,161
– – 0.01% 656
2022
Q3 		$459K Buy
10,161
+112
+1% +$5.18K 0.01% 644
2022
Q2 		$424K Hold
10,049
– – 0.01% 658
2022
Q1 		$564K Buy
+10,049
New +$597K 0.01% 633

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's WBS Position: Q4 2023 in Review

Sumitomo Mitsui DS Asset Management sold out of Webster Financial (WBS) in Q4 2023, closing a stake of 14,437 shares — an estimated $582K sold.

Sumitomo Mitsui DS Asset Management first reported a position in WBS in Q1 2022 and held it in 7 quarters. The position peaked at $582K in Q3 2023. 479 funds tracked by Wall St. Rank hold WBS as of Q4 2023.

  • Sumitomo Mitsui DS Asset Management reported no remaining Webster Financial position as of Q4 2023 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 14,437 Webster Financial shares in Q4 2023, an estimated $582K.
  • Sumitomo Mitsui DS Asset Management first reported a position in Webster Financial in Q1 2022 and held it in 7 quarters.
  • Sumitomo Mitsui DS Asset Management's Webster Financial position peaked at $582K in Q3 2023.
  • 479 funds tracked by Wall St. Rank held Webster Financial as of Q4 2023.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q4 2023, filed 1 Feb 2024.