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Stevens Capital Management’s WEX WEX Stock Holding History

Stevens 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
2019
Q3 		– Sell
-8,927
Closed -$1.86M – 794
2019
Q2 		$1.86M Buy
+8,927
New +$1.8M 0.08% 268
2019
Q1 		– Sell
-10,058
Closed -$1.41M – 909
2018
Q4 		$1.41M Buy
+10,058
New +$1.66M 0.07% 318
2016
Q3 		– Sell
-8,252
Closed -$732K – 1171
2016
Q2 		$732K Buy
+8,252
New +$736K 0.03% 482
2016
Q1 		– Sell
-9,382
Closed -$829K – 1137
2015
Q4 		$829K Buy
+9,382
New +$851K 0.03% 456
2015
Q1 		– Sell
-12,508
Closed -$1.24M – 1261
2014
Q4 		$1.24M Buy
+12,508
New +$1.33M 0.04% 378
2014
Q1 		– Sell
-11,851
Closed -$1.17M – 1352
2013
Q4 		$1.17M Buy
+11,851
New +$1.11M 0.03% 438

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 $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return