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Lisanti Capital Growth’s WEX WEX Stock Holding History

Lisanti Capital Growth’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
Q2 		– Sell
-25,435
Closed -$2.66M – 147
2020
Q1 		$2.66M Buy
+25,435
New +$4.75M 0.88% 49
2018
Q4 		– Sell
-2,245
Closed -$451K – 129
2018
Q3 		$451K Buy
+2,245
New +$431K 0.16% 109

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Lisanti Capital Growth's WEX Position: Q2 2020 in Review

Lisanti Capital Growth sold out of WEX (WEX) in Q2 2020, closing a stake of 25,435 shares — an estimated $2.66M sold.

Lisanti Capital Growth first reported a position in WEX in Q3 2018 and held it in 2 quarters. The position peaked at $2.66M in Q1 2020. 347 funds tracked by Wall St. Rank hold WEX as of Q2 2020.

  • Lisanti Capital Growth reported no remaining WEX position as of Q2 2020 after selling out during the quarter.
  • Lisanti Capital Growth sold 25,435 WEX shares in Q2 2020, an estimated $2.66M.
  • Lisanti Capital Growth first reported a position in WEX in Q3 2018 and held it in 2 quarters.
  • Lisanti Capital Growth's WEX position peaked at $2.66M in Q1 2020.
  • 347 funds tracked by Wall St. Rank held WEX as of Q2 2020.

Based on Lisanti Capital Growth's 13F filing for Q2 2020, filed 10 Aug 2020.