BAMCO Inc’s American Well AMWL Stock Holding History

BAMCO Inc’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
2021 Q2	–	Sell	-39,222	Closed	-$13.6M	–	403
2021 Q1	$13.6M	Sell	39,222 -1,849	-5%	-$1M	0.03%	269
2020 Q4	$20.8M	Sell	41,071 -114,645	-74%	-$66.4M	0.05%	214
2020 Q3	$92.3M	Buy	+155,716	New	+$82.2M	0.28%	78

Other funds holding AMWL

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

CIA

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

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

AIM

Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

BAMCO Inc's AMWL Position: Q2 2021 in Review

BAMCO Inc sold out of American Well (AMWL) in Q2 2021, closing a stake of 39,222 shares — an estimated $13.6M sold.

BAMCO Inc first reported a position in AMWL in Q3 2020 and held it in 3 quarters. The position peaked at $92.3M in Q3 2020. 177 funds tracked by Wall St. Rank hold AMWL as of Q2 2021.

BAMCO Inc reported no remaining American Well position as of Q2 2021 after selling out during the quarter.
BAMCO Inc sold 39,222 American Well shares in Q2 2021, an estimated $13.6M.
BAMCO Inc first reported a position in American Well in Q3 2020 and held it in 3 quarters.
BAMCO Inc's American Well position peaked at $92.3M in Q3 2020.
177 funds tracked by Wall St. Rank held American Well as of Q2 2021.

Based on BAMCO Inc's 13F filing for Q2 2021, filed 13 Aug 2021.