Systematic Financial Management’s WSFS Financial WSFS Stock Holding History

Systematic Financial 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
2020 Q3	–	Sell	-11,605	Closed	-$333K	–	454
2020 Q2	$333K	Sell	11,605 -245	-2%	-$6.48K	0.02%	254
2020 Q1	$295K	Buy	+11,850	New	+$428K	0.02%	320
2015 Q3	–	Sell	-92,409	Closed	-$2.53M	–	708
2015 Q2	$2.53M	Buy	+92,409	New	+$2.35M	0.02%	420
2014 Q4	–	Sell	-92,310	Closed	-$2.2M	–	729
2014 Q3	$2.2M	Buy	+92,310	New	+$2.23M	0.02%	486
2014 Q2	–	Sell	-78,660	Closed	-$1.87M	–	737
2014 Q1	$1.87M	Buy	+78,660	New	+$1.89M	0.01%	526

Other funds holding WSFS

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Systematic Financial Management's WSFS Position: Q3 2020 in Review

Systematic Financial Management sold out of WSFS Financial (WSFS) in Q3 2020, closing a stake of 11,605 shares — an estimated $333K sold.

Systematic Financial Management first reported a position in WSFS in Q1 2014 and held it in 5 quarters. The position peaked at $2.53M in Q2 2015. 154 funds tracked by Wall St. Rank hold WSFS as of Q3 2020.

Systematic Financial Management reported no remaining WSFS Financial position as of Q3 2020 after selling out during the quarter.
Systematic Financial Management sold 11,605 WSFS Financial shares in Q3 2020, an estimated $333K.
Systematic Financial Management first reported a position in WSFS Financial in Q1 2014 and held it in 5 quarters.
Systematic Financial Management's WSFS Financial position peaked at $2.53M in Q2 2015.
154 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2020.

Based on Systematic Financial Management's 13F filing for Q3 2020, filed 12 Nov 2020.