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Evergreen Capital Management’s American Well AMWL Stock Holding History

Evergreen Capital Management’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
2024
Q1 		– Sell
-830
Closed -$24.7K – 876
2023
Q4 		$24.7K Buy
830
+319
+62% +$7.83K ﹤0.01% 839
2023
Q3 		$12K Buy
+511
New +$17.3K ﹤0.01% 791

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
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AF
Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Evergreen Capital Management's AMWL Position: Q1 2024 in Review

Evergreen Capital Management sold out of American Well (AMWL) in Q1 2024, closing a stake of 830 shares — an estimated $24.7K sold.

Evergreen Capital Management first reported a position in AMWL in Q3 2023 and held it in 2 quarters. The position peaked at $24.7K in Q4 2023. 132 funds tracked by Wall St. Rank hold AMWL as of Q1 2024.

  • Evergreen Capital Management reported no remaining American Well position as of Q1 2024 after selling out during the quarter.
  • Evergreen Capital Management sold 830 American Well shares in Q1 2024, an estimated $24.7K.
  • Evergreen Capital Management first reported a position in American Well in Q3 2023 and held it in 2 quarters.
  • Evergreen Capital Management's American Well position peaked at $24.7K in Q4 2023.
  • 132 funds tracked by Wall St. Rank held American Well as of Q1 2024.

Based on Evergreen Capital Management's 13F filing for Q1 2024, filed 15 May 2024.