Wellington Management Group LLP Wsfs Financial Corp Transaction History

Wellington Management Group LLP

$557 Billion
Q3 2024

A detailed history of Wellington Management Group LLP transactions in Wsfs Financial Corp stock. As of the latest transaction made, Wellington Management Group LLP holds 215,759 shares of WSFS stock, worth $12.4 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

215,759

Previous 218,105 1.08%

Holding current value

$12.4 Million

Previous $10.3 Million 7.33%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$45.65 - $57.21 $107,094 - $134,214	-2,346 Reduced 1.08%	215,759 $11 Million
Q2 2024 Aug 13, 2024	BUY	$41.74 - $47.0 $814,055 - $916,641	19,503 Added 9.82%	218,105 $10.3 Million
Q1 2024 May 15, 2024	BUY	$41.0 - $47.34 $8.14 Million - $9.4 Million	198,602 New	198,602 $8.96 Million
Q4 2023 Feb 12, 2024	BUY	$33.96 - $47.08 $7.37 Million - $10.2 Million	216,993 New	216,993 $9.97 Million
Q3 2023 Nov 14, 2023	BUY	$35.43 - $44.24 $406,452 - $507,521	11,472 Added 5.37%	225,054 $8.21 Million
Q2 2023 Aug 14, 2023	BUY	$29.94 - $39.77 $1.33 Million - $1.77 Million	44,505 Added 26.32%	213,582 $8.06 Million
Q1 2023 May 12, 2023	SELL	$37.05 - $51.16 $75,544 - $104,315	-2,039 Reduced 1.19%	169,077 $6.36 Million
Q4 2022 Feb 13, 2023	SELL	$44.36 - $49.78 $829,487 - $930,836	-18,699 Reduced 9.85%	171,116 $7.76 Million
Q3 2022 Nov 14, 2022	BUY	$37.96 - $51.42 $149,068 - $201,926	3,927 Added 2.11%	189,815 $8.82 Million
Q2 2022 Aug 15, 2022	BUY	$37.77 - $45.83 $1.94 Million - $2.35 Million	51,325 Added 38.14%	185,888 $7.45 Million
Q1 2022 May 16, 2022	SELL	$46.62 - $56.06 $87,552 - $105,280	-1,878 Reduced 1.38%	134,563 $6.27 Million
Q4 2021 Feb 11, 2022	BUY	$47.5 - $55.67 $124,592 - $146,022	2,623 Added 1.96%	136,441 $6.84 Million
Q3 2021 Nov 15, 2021	SELL	$42.8 - $52.05 $66,939 - $81,406	-1,564 Reduced 1.16%	133,818 $6.87 Million
Q2 2021 Aug 16, 2021	BUY	$46.59 - $54.54 $1.96 Million - $2.29 Million	42,001 Added 44.98%	135,382 $6.31 Million
Q1 2021 May 17, 2021	BUY	$42.97 - $54.87 $1.53 Million - $1.95 Million	35,610 Added 61.64%	93,381 $4.65 Million
Q4 2020 Feb 12, 2021	BUY	$27.23 - $45.24 $14,513 - $24,112	533 Added 0.93%	57,771 $2.59 Million
Q3 2020 Nov 16, 2020	SELL	$24.82 - $31.76 $811,465 - $1.04 Million	-32,694 Reduced 36.35%	57,238 $1.54 Million
Q2 2020 Aug 14, 2020	BUY	$21.5 - $32.8 $1.12 Million - $1.71 Million	52,124 Added 137.87%	89,932 $2.58 Million
Q1 2020 May 14, 2020	BUY	$19.49 - $44.0 $21,984 - $49,632	1,128 Added 3.08%	37,808 $942,000
Q4 2019 Feb 11, 2020	BUY	$42.17 - $45.36 $1.55 Million - $1.66 Million	36,680 New	36,680 $1.61 Million

Others Institutions Holding WSFS

# of Institutions

273

Shares Held

52.1M

Call Options Held

16.2K

Put Options Held

9.4K

View Full List

About WSFS FINANCIAL CORP

Ticker WSFS
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 61,949,000
Market Cap $3.56B
Description
WSFS Financial Corporation operates as the savings and loan holding company for the Wilmington Savings Fund Society, FSB that provides various banking services in the United States. It operates through three segments: WSFS Bank, Cash Connect, and Wealth Management. It offers various deposit products, including savings accounts, demand deposits, ...

More about WSFS

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Wellington Management Group LLP Wsfs Financial Corp Transaction History