ZCM
WBS

Ziegler Capital Management’s Webster Financial WBS Stock Holding History

Ziegler Capital 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
2024
Q1 		$353K Buy
+69,598
New +$3.4M 0.01% 364
2020
Q4 		– Sell
-45,890
Closed -$1.21M – 447
2020
Q3 		$1.21M Buy
45,890
+1,015
+2% +$27.5K 0.05% 271
2020
Q2 		$1.28M Buy
+44,875
New +$1.19M 0.04% 266

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Ziegler Capital Management's WBS Position: Q1 2024 in Review

Ziegler Capital Management opened a new position in Webster Financial (WBS) in Q1 2024: 69,598 shares worth $353K. The stake represents 0.01% of the portfolio and ranks #364 among its holdings. This is a return to the name: Ziegler Capital Management previously reported a position in WBS as recently as Q3 2020.

Ziegler Capital Management first reported a position in WBS in Q2 2020 and has held it in 3 quarters since. The position peaked at $1.28M in Q2 2020. 471 funds tracked by Wall St. Rank hold WBS as of Q1 2024.

  • Ziegler Capital Management held 69,598 shares of Webster Financial worth $353K as of Q1 2024.
  • Webster Financial was a new Ziegler Capital Management position in Q1 2024.
  • Webster Financial made up 0.01% of Ziegler Capital Management's portfolio in Q1 2024, its #364 holding.
  • Ziegler Capital Management first reported a position in Webster Financial in Q2 2020 and has held it in 3 quarters since.
  • Ziegler Capital Management's Webster Financial position peaked at $1.28M in Q2 2020.
  • 471 funds tracked by Wall St. Rank held Webster Financial as of Q1 2024.

Based on Ziegler Capital Management's 13F filing for Q1 2024, filed 15 May 2024.