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Handelsinvest Investeringsforvaltning’s WEX WEX Stock Holding History

Handelsinvest Investeringsforvaltning’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
2024
Q1 		$287K Sell
1,208
-628
-34% -$135K 0.14% 177
2023
Q4 		$357K Buy
+1,836
New +$333K 0.15% 221

Other funds holding WEX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Handelsinvest Investeringsforvaltning's WEX Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its WEX (WEX) stake by 34% in Q1 2024, selling an estimated $135K and leaving 1,208 shares worth $287K. The position accounts for 0.14% of the portfolio, ranked #177.

Handelsinvest Investeringsforvaltning first reported a position in WEX in Q4 2023 and has held it in 2 quarters since. The position peaked at $357K in Q4 2023. 423 funds tracked by Wall St. Rank hold WEX as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 1,208 shares of WEX worth $287K as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 628 WEX shares in Q1 2024, an estimated $135K.
  • WEX made up 0.14% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #177 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in WEX in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's WEX position peaked at $357K in Q4 2023.
  • 423 funds tracked by Wall St. Rank held WEX as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.