Anomaly Capital Management’s WEX WEX Stock Holding History

Anomaly Capital Management’s Portfolio WEX Stock Details WEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-247,600	Closed	-$40.5M	–	41
2022 Q4	$40.5M	Sell	247,600 -333,488	-57%	-$51.9M	1.83%	21
2022 Q3	$73.8M	Buy	581,088 +8,696	+2%	+$1.37M	3.97%	10
2022 Q2	$89M	Buy	572,392 +268,871	+89%	+$44M	4.49%	11
2022 Q1	$54.2M	Buy	+303,521	New	+$49.5M	2.36%	16
2021 Q1	–	Sell	-31,841	Closed	-$6.48M	–	49
2020 Q4	$6.48M	Buy	+31,841	New	+$5.36M	0.79%	33

Other funds holding WEX

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

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

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Anomaly Capital Management's WEX Position: Q1 2023 in Review

Anomaly Capital Management sold out of WEX (WEX) in Q1 2023, closing a stake of 247,600 shares — an estimated $40.5M sold.

Anomaly Capital Management first reported a position in WEX in Q4 2020 and held it in 5 quarters. The position peaked at $89M in Q2 2022. 404 funds tracked by Wall St. Rank hold WEX as of Q1 2023.

Anomaly Capital Management reported no remaining WEX position as of Q1 2023 after selling out during the quarter.
Anomaly Capital Management sold 247,600 WEX shares in Q1 2023, an estimated $40.5M.
Anomaly Capital Management first reported a position in WEX in Q4 2020 and held it in 5 quarters.
Anomaly Capital Management's WEX position peaked at $89M in Q2 2022.
404 funds tracked by Wall St. Rank held WEX as of Q1 2023.

Based on Anomaly Capital Management's 13F filing for Q1 2023, filed 15 May 2023.