WG
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Winton Group’s Washington Trust Bancorp WASH Stock Holding History

Winton Group’s Portfolio WASH Stock Details WASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-7,324
Closed -$388K – 1426
2021
Q3 		$388K Sell
7,324
-868
-11% -$44.3K 0.02% 986
2021
Q2 		$421K Sell
8,192
-349
-4% -$18.4K 0.02% 1015
2021
Q1 		$441K Sell
8,541
-864
-9% -$41.9K 0.03% 954
2020
Q4 		$421K Sell
9,405
-19,443
-67% -$750K 0.03% 870
2020
Q3 		$884K Buy
28,848
+1,117
+4% +$36.8K 0.03% 870
2020
Q2 		$908K Buy
27,731
+7,678
+38% +$251K 0.02% 1009
2020
Q1 		$733K Sell
20,053
-2,888
-13% -$131K 0.02% 908
2019
Q4 		$1.23M Buy
22,941
+951
+4% +$48.9K 0.02% 987
2019
Q3 		$1.06M Buy
+21,990
New +$1.08M 0.01% 807

Other funds holding WASH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WT
Washington Trust Westerly, Rhode Island $2.96B AUM 22.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Winton Group's WASH Position: Q4 2021 in Review

Winton Group sold out of Washington Trust Bancorp (WASH) in Q4 2021, closing a stake of 7,324 shares — an estimated $388K sold.

Winton Group first reported a position in WASH in Q3 2019 and held it in 9 quarters. The position peaked at $1.23M in Q4 2019. 145 funds tracked by Wall St. Rank hold WASH as of Q4 2021.

  • Winton Group reported no remaining Washington Trust Bancorp position as of Q4 2021 after selling out during the quarter.
  • Winton Group sold 7,324 Washington Trust Bancorp shares in Q4 2021, an estimated $388K.
  • Winton Group first reported a position in Washington Trust Bancorp in Q3 2019 and held it in 9 quarters.
  • Winton Group's Washington Trust Bancorp position peaked at $1.23M in Q4 2019.
  • 145 funds tracked by Wall St. Rank held Washington Trust Bancorp as of Q4 2021.

Based on Winton Group's 13F filing for Q4 2021, filed 10 Feb 2022.