ECM
WEX icon

Evergreen Capital Management’s WEX WEX Stock Holding History

Evergreen Capital Management’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
Q1 		– Sell
-1,701
Closed -$356K – 497
2019
Q4 		$356K Hold
1,701
– – 0.03% 314
2019
Q3 		$344K Hold
1,701
– – 0.03% 284
2019
Q2 		$354K Hold
1,701
– – 0.03% 284
2019
Q1 		$327K Buy
1,701
+21
+1% +$3.55K 0.03% 269
2018
Q4 		$235K Sell
1,680
-20
-1% -$3.29K 0.02% 315
2018
Q3 		$341K Buy
1,700
+51
+3% +$9.78K 0.03% 263
2018
Q2 		$314K Hold
1,649
– – 0.03% 261
2018
Q1 		$258K Buy
+1,649
New +$248K 0.02% 290

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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Evergreen Capital Management's WEX Position: Q1 2020 in Review

Evergreen Capital Management sold out of WEX (WEX) in Q1 2020, closing a stake of 1,701 shares — an estimated $356K sold.

Evergreen Capital Management first reported a position in WEX in Q1 2018 and held it in 8 quarters. The position peaked at $356K in Q4 2019. 336 funds tracked by Wall St. Rank hold WEX as of Q1 2020.

  • Evergreen Capital Management reported no remaining WEX position as of Q1 2020 after selling out during the quarter.
  • Evergreen Capital Management sold 1,701 WEX shares in Q1 2020, an estimated $356K.
  • Evergreen Capital Management first reported a position in WEX in Q1 2018 and held it in 8 quarters.
  • Evergreen Capital Management's WEX position peaked at $356K in Q4 2019.
  • 336 funds tracked by Wall St. Rank held WEX as of Q1 2020.

Based on Evergreen Capital Management's 13F filing for Q1 2020, filed 15 May 2020.