EHI
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Eagle Health Investments’s American Well AMWL Stock Holding History

Eagle Health Investments’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
-69,752
Closed -$2.93M – 24
2023
Q2 		$2.93M Hold
69,752
– – 0.55% 25
2023
Q1 		$3.29M Hold
69,752
– – 0.64% 22
2022
Q4 		$3.95M Sell
69,752
-111,834
-62% -$8.06M 0.91% 18
2022
Q3 		$13M Sell
181,586
-5,485
-3% -$480K 2.99% 15
2022
Q2 		$16.2M Sell
187,071
-3,479
-2% -$260K 3.77% 13
2022
Q1 		$16M Buy
190,550
+78,155
+70% +$6.6M 3.95% 14
2021
Q4 		$13.6M Buy
112,395
+67,330
+149% +$10.3M 3.31% 17
2021
Q3 		$8.21M Buy
45,065
+8,685
+24% +$1.88M 2.6% 18
2021
Q2 		$9.15M Buy
+36,380
New +$10.5M 3.14% 17

Other funds holding AMWL

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Eagle Health Investments's AMWL Position: Q3 2023 in Review

Eagle Health Investments sold out of American Well (AMWL) in Q3 2023, closing a stake of 69,752 shares — an estimated $2.93M sold.

Eagle Health Investments first reported a position in AMWL in Q2 2021 and held it in 9 quarters. The position peaked at $16.2M in Q2 2022. 149 funds tracked by Wall St. Rank hold AMWL as of Q3 2023.

  • Eagle Health Investments reported no remaining American Well position as of Q3 2023 after selling out during the quarter.
  • Eagle Health Investments sold 69,752 American Well shares in Q3 2023, an estimated $2.93M.
  • Eagle Health Investments first reported a position in American Well in Q2 2021 and held it in 9 quarters.
  • Eagle Health Investments's American Well position peaked at $16.2M in Q2 2022.
  • 149 funds tracked by Wall St. Rank held American Well as of Q3 2023.

Based on Eagle Health Investments's 13F filing for Q3 2023, filed 27 Oct 2023.