Alerce Investment Management’s American Well AMWL Stock Holding History

Alerce Investment Management’s Portfolio AMWL Stock Details AMWL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$3.8M	Hold	523,785	–	–	6.69%	4
2024 Q3	$4.97M	Sell	523,785 -1	-0%	-$8	7.97%	4
2024 Q2	$3.4M	Hold	523,786	–	–	6.67%	3
2024 Q1	$8.49M	Hold	523,786	–	–	8.93%	3
2023 Q4	$15.6M	Hold	523,786	–	–	20.77%	3
2023 Q3	$12.3M	Hold	523,786	–	–	20.95%	3
2023 Q2	$22M	Hold	523,786	–	–	28.62%	2
2023 Q1	$24.7M	Hold	523,786	–	–	32.67%	2
2022 Q4	$29.6M	Buy	523,786 +168,747	+48%	+$12.2M	34.1%	1
2022 Q3	$25.5M	Buy	355,039 +40,000	+13%	+$3.5M	24.55%	2
2022 Q2	$27.2M	Hold	315,039	–	–	50.52%	1
2022 Q1	$26.5M	Hold	315,039	–	–	44.93%	1
2021 Q4	$38.1M	Hold	315,039	–	–	38.71%	1
2021 Q3	$57.4M	Hold	315,039	–	–	39.29%	1
2021 Q2	$79.3M	Hold	315,039	–	–	43.02%	1
2021 Q1	$109M	Hold	315,039	–	–	48.42%	1
2020 Q4	$160M	Buy	+315,039	New	+$182M	62.85%	1

Other funds holding AMWL

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

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

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

KLP

Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

4D Advisors Redondo Beach, California $158M AUM 92.73% 1-Year Est. Return

Alerce Investment Management's AMWL Position: Q4 2024 in Review

Alerce Investment Management held its American Well (AMWL) position steady in Q4 2024 at 523,785 shares worth $3.8M. The position accounts for 6.69% of the portfolio, ranked #4.

Alerce Investment Management first reported a position in AMWL in Q4 2020 and has held it in 17 quarters since. The position peaked at $160M in Q4 2020. 67 funds tracked by Wall St. Rank hold AMWL as of Q4 2024.

Alerce Investment Management held 523,785 shares of American Well worth $3.8M as of Q4 2024.
Alerce Investment Management left its American Well share count unchanged in Q4 2024.
American Well made up 6.69% of Alerce Investment Management's portfolio in Q4 2024, its #4 holding.
Alerce Investment Management first reported a position in American Well in Q4 2020 and has held it in 17 quarters since.
Alerce Investment Management's American Well position peaked at $160M in Q4 2020.
67 funds tracked by Wall St. Rank held American Well as of Q4 2024.

Based on Alerce Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.