SEI Investments’s American Well AMWL Stock Holding History

SEI Investments’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 Q3	–	Sell	-1,969	Closed	-$12.8K	–	2680
2024 Q2	$12.8K	Hold	1,969	–	–	﹤0.01%	2645
2024 Q1	$31.9K	Hold	1,969	–	–	﹤0.01%	2585
2023 Q4	$58.7K	Hold	1,969	–	–	﹤0.01%	2547
2023 Q3	$46.1K	Buy	+1,969	New	+$66.5K	﹤0.01%	2568
2022 Q3	–	Sell	-4,903	Closed	-$424K	–	2652
2022 Q2	$424K	Buy	+4,903	New	+$366K	﹤0.01%	2167

Other funds holding AMWL

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return

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

Aldebaran Financial $105M AUM 19.84% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

KLP

Kent Lake PR Anasco, Puerto Rico $198M AUM 5.21% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SEI Investments's AMWL Position: Q3 2024 in Review

SEI Investments sold out of American Well (AMWL) in Q3 2024, closing a stake of 1,969 shares — an estimated $12.8K sold.

SEI Investments first reported a position in AMWL in Q2 2022 and held it in 5 quarters. The position peaked at $424K in Q2 2022. 65 funds tracked by Wall St. Rank hold AMWL as of Q3 2024.

SEI Investments reported no remaining American Well position as of Q3 2024 after selling out during the quarter.
SEI Investments sold 1,969 American Well shares in Q3 2024, an estimated $12.8K.
SEI Investments first reported a position in American Well in Q2 2022 and held it in 5 quarters.
SEI Investments's American Well position peaked at $424K in Q2 2022.
65 funds tracked by Wall St. Rank held American Well as of Q3 2024.

Based on SEI Investments's 13F filing for Q3 2024, filed 12 Nov 2024.