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Boston Trust Walden’s WEX WEX Stock Holding History

Boston Trust Walden’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
2020
Q2 		– Sell
-3,103
Closed -$324K – 370
2020
Q1 		$324K Buy
3,103
+25
+0.8% +$4.67K 0.01% 323
2019
Q4 		$645K Buy
3,078
+50
+2% +$10K 0.01% 313
2019
Q3 		$612K Hold
3,028
– – 0.01% 312
2019
Q2 		$630K Buy
3,028
+875
+41% +$176K 0.01% 319
2019
Q1 		$413K Sell
2,153
-25
-1% -$4.22K 0.01% 341
2018
Q4 		$305K Buy
2,178
+50
+2% +$8.23K ﹤0.01% 353
2018
Q3 		$427K Sell
2,128
-64,672
-97% -$12.4M 0.01% 342
2018
Q2 		$12.7M Sell
66,800
-28,257
-30% -$4.93M 0.19% 157
2018
Q1 		$14.9M Sell
95,057
-5,863
-6% -$881K 0.23% 130
2017
Q4 		$14.3M Sell
100,920
-2,385
-2% -$298K 0.21% 141
2017
Q3 		$11.6M Sell
103,305
-1,066
-1% -$116K 0.18% 158
2017
Q2 		$10.9M Sell
104,371
-30,714
-23% -$3.16M 0.17% 165
2017
Q1 		$14M Sell
135,085
-124,025
-48% -$13.8M 0.22% 149
2016
Q4 		$28.9M Sell
259,110
-5,976
-2% -$647K 0.46% 74
2016
Q3 		$28.7M Buy
265,086
+655
+0.2% +$64.1K 0.47% 76
2016
Q2 		$23.4M Sell
264,431
-2,864
-1% -$255K 0.4% 91
2016
Q1 		$22.3M Sell
267,295
-50,300
-16% -$3.64M 0.39% 95
2015
Q4 		$28.1M Sell
317,595
-105,366
-25% -$9.56M 0.52% 54
2015
Q3 		$36.7M Sell
422,961
-18,764
-4% -$1.87M 0.61% 50
2015
Q2 		$50.3M Sell
441,725
-23,409
-5% -$2.66M 0.77% 28
2015
Q1 		$49.9M Sell
465,134
-14,470
-3% -$1.46M 0.74% 33
2014
Q4 		$47.4M Sell
479,604
-21,102
-4% -$2.25M 0.71% 41
2014
Q3 		$55.2M Sell
500,706
-126,983
-20% -$14M 0.85% 25
2014
Q2 		$65.9M Buy
627,689
+2,857
+0.5% +$273K 0.96% 11
2014
Q1 		$59.4M Sell
624,832
-14,400
-2% -$1.32M 0.88% 23
2013
Q4 		$63.3M Sell
639,232
-62,181
-9% -$5.84M 0.92% 20
2013
Q3 		$61.5M Sell
701,413
-8,616
-1% -$728K 0.94% 13
2013
Q2 		$54.5M Buy
+710,029
New +$52.7M 0.88% 22

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Boston Trust Walden's WEX Position: Q2 2020 in Review

Boston Trust Walden sold out of WEX (WEX) in Q2 2020, closing a stake of 3,103 shares — an estimated $324K sold.

Boston Trust Walden first reported a position in WEX in Q2 2013 and held it in 28 quarters. The position peaked at $65.9M in Q2 2014. 347 funds tracked by Wall St. Rank hold WEX as of Q2 2020.

  • Boston Trust Walden reported no remaining WEX position as of Q2 2020 after selling out during the quarter.
  • Boston Trust Walden sold 3,103 WEX shares in Q2 2020, an estimated $324K.
  • Boston Trust Walden first reported a position in WEX in Q2 2013 and held it in 28 quarters.
  • Boston Trust Walden's WEX position peaked at $65.9M in Q2 2014.
  • 347 funds tracked by Wall St. Rank held WEX as of Q2 2020.

Based on Boston Trust Walden's 13F filing for Q2 2020, filed 23 Jul 2020.