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Bellevue Group’s American Well AMWL Stock Holding History

Bellevue Group’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
2023
Q3 		– Sell
-47,681
Closed -$2M – 155
2023
Q2 		$2M Sell
47,681
-25,428
-35% -$1.12M 0.03% 114
2023
Q1 		$3.45M Sell
73,109
-24,512
-25% -$1.57M 0.05% 111
2022
Q4 		$5.53M Buy
97,621
+9,136
+10% +$658K 0.07% 110
2022
Q3 		$6.35M Hold
88,485
– – 0.09% 105
2022
Q2 		$7.64M Hold
88,485
– – 0.11% 107
2022
Q1 		$7.45M Sell
88,485
-17,907
-17% -$1.51M 0.09% 110
2021
Q4 		$12.9M Hold
106,392
– – 0.13% 110
2021
Q3 		$19.4M Sell
106,392
-696
-0.6% -$151K 0.2% 102
2021
Q2 		$26.9M Buy
107,088
+13,666
+15% +$3.94M 0.26% 97
2021
Q1 		$32.5M Buy
93,422
+46,314
+98% +$25.1M 0.34% 86
2020
Q4 		$23.9M Buy
47,108
+28,115
+148% +$16.3M 0.27% 90
2020
Q3 		$11.3M Buy
+18,993
New +$10M 0.16% 104

Other funds holding AMWL

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellevue Group's AMWL Position: Q3 2023 in Review

Bellevue Group sold out of American Well (AMWL) in Q3 2023, closing a stake of 47,681 shares — an estimated $2M sold.

Bellevue Group first reported a position in AMWL in Q3 2020 and held it in 12 quarters. The position peaked at $32.5M in Q1 2021. 149 funds tracked by Wall St. Rank hold AMWL as of Q3 2023.

  • Bellevue Group reported no remaining American Well position as of Q3 2023 after selling out during the quarter.
  • Bellevue Group sold 47,681 American Well shares in Q3 2023, an estimated $2M.
  • Bellevue Group first reported a position in American Well in Q3 2020 and held it in 12 quarters.
  • Bellevue Group's American Well position peaked at $32.5M in Q1 2021.
  • 149 funds tracked by Wall St. Rank held American Well as of Q3 2023.

Based on Bellevue Group's 13F filing for Q3 2023, filed 14 Nov 2023.