Winton Group’s Webster Financial WBS Stock Holding History

Winton Group’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
2025 Q3	–	Sell	-102,676	Closed	-$5.61M	–	1055
2025 Q2	$5.61M	Buy	+102,676	New	+$5.12M	0.29%	75
2022 Q1	–	Sell	-14,386	Closed	-$803K	–	1164
2021 Q4	$803K	Buy	14,386 +3,437	+31%	+$194K	0.05%	535
2021 Q3	$596K	Buy	10,949 +1,713	+19%	+$85.3K	0.03%	769
2021 Q2	$493K	Buy	+9,236	New	+$512K	0.03%	929
2020 Q1	–	Sell	-7,754	Closed	-$414K	–	1557
2019 Q4	$414K	Buy	+7,754	New	+$373K	0.01%	1288
2019 Q1	–	Sell	-6,017	Closed	-$297K	–	1193
2018 Q4	$297K	Sell	6,017 -3,452	-36%	-$197K	0.01%	665
2018 Q3	$558K	Sell	9,469 -101,640	-91%	-$6.61M	0.01%	583
2018 Q2	$7.08M	Buy	111,109 +104,437	+1,565%	+$6.5M	0.18%	207
2018 Q1	$370K	Buy	+6,672	New	+$377K	0.01%	900
2015 Q1	–	Sell	-13,189	Closed	-$429K	–	547
2014 Q4	$429K	Sell	13,189 -26,450	-67%	-$818K	0.01%	555
2014 Q3	$1.16M	Buy	39,639 +1,460	+4%	+$43.4K	0.01%	508
2014 Q2	$1.2M	Buy	+38,179	New	+$1.16M	0.01%	511

Other funds holding WBS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

T. Rowe Price Associates

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return