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Lee Ainslie’s WEX WEX Stock Holding History

Lee Ainslie’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
Q3 		– Sell
-10,247
Closed -$1.82M – 334
2024
Q2 		$1.82M Buy
10,247
+8,203
+401% +$1.67M 0.03% 117
2024
Q1 		$486K Buy
2,044
+805
+65% +$173K 0.01% 229
2023
Q4 		$241K Buy
+1,239
New +$225K ﹤0.01% 314
2023
Q3 		– Sell
-6,014
Closed -$1.09M – 510
2023
Q2 		$1.09M Buy
6,014
+3,217
+115% +$570K 0.02% 155
2023
Q1 		$514K Buy
2,797
+121
+5% +$22K 0.01% 250
2022
Q4 		$438K Buy
2,676
+439
+20% +$68.3K 0.01% 205
2022
Q3 		$284K Buy
+2,237
New +$352K 0.01% 241
2021
Q2 		– Sell
-4,414
Closed -$923K – 867
2021
Q1 		$923K Buy
4,414
+2,412
+120% +$509K 0.01% 268
2020
Q4 		$407K Sell
2,002
-3,294
-62% -$554K 0.01% 397
2020
Q3 		$736K Buy
+5,296
New +$830K 0.01% 354

Other funds holding WEX

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.4B AUM 13.97% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lee Ainslie's WEX Position: Q3 2024 in Review

Lee Ainslie sold out of WEX (WEX) in Q3 2024, closing a stake of 10,247 shares — an estimated $1.82M sold.

Lee Ainslie first reported a position in WEX in Q3 2020 and held it in 10 quarters. The position peaked at $1.82M in Q2 2024. 433 funds tracked by Wall St. Rank hold WEX as of Q3 2024.

  • Lee Ainslie reported no remaining WEX position as of Q3 2024 after selling out during the quarter.
  • Lee Ainslie sold 10,247 WEX shares in Q3 2024, an estimated $1.82M.
  • Lee Ainslie first reported a position in WEX in Q3 2020 and held it in 10 quarters.
  • Lee Ainslie's WEX position peaked at $1.82M in Q2 2024.
  • 433 funds tracked by Wall St. Rank held WEX as of Q3 2024.

Based on Maverick Capital's 13F filing for Q3 2024, filed 14 Nov 2024.