Susquehanna Fundamental Investments’s Webster Financial WBS Stock Holding History

Susquehanna Fundamental Investments’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 Q2	–	Sell	-12,899	Closed	-$508K	–	890
2023 Q1	$508K	Sell	12,899 -5,338	-29%	-$256K	0.01%	673
2022 Q4	$863K	Sell	18,237 -101,327	-85%	-$5.07M	0.01%	691
2022 Q3	$5.4M	Buy	+119,564	New	+$5.53M	0.09%	308
2022 Q1	$3.96M	Buy	+70,656	New	+$4.19M	0.08%	354
2018 Q4	–	Sell	-7,304	Closed	-$431K	–	401
2018 Q3	$431K	Sell	7,304 -18,612	-72%	-$1.21M	0.07%	247
2018 Q2	$1.65M	Buy	+25,916	New	+$1.61M	0.24%	129

Other funds holding WBS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Susquehanna Fundamental Investments's WBS Position: Q2 2023 in Review

Susquehanna Fundamental Investments sold out of Webster Financial (WBS) in Q2 2023, closing a stake of 12,899 shares — an estimated $508K sold.

Susquehanna Fundamental Investments first reported a position in WBS in Q2 2018 and held it in 6 quarters. The position peaked at $5.4M in Q3 2022. 437 funds tracked by Wall St. Rank hold WBS as of Q2 2023.

Susquehanna Fundamental Investments reported no remaining Webster Financial position as of Q2 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 12,899 Webster Financial shares in Q2 2023, an estimated $508K.
Susquehanna Fundamental Investments first reported a position in Webster Financial in Q2 2018 and held it in 6 quarters.
Susquehanna Fundamental Investments's Webster Financial position peaked at $5.4M in Q3 2022.
437 funds tracked by Wall St. Rank held Webster Financial as of Q2 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q2 2023, filed 11 Aug 2023.