Sumitomo Mitsui Trust Group
WEX icon

Sumitomo Mitsui Trust Group’s WEX WEX Stock Holding History

Sumitomo Mitsui Trust Group’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
-7,315
Closed -$1.3M – 1110
2024
Q2 		$1.3M Buy
7,315
+3,215
+78% +$656K ﹤0.01% 874
2024
Q1 		$974K Sell
4,100
-11
-0.3% -$2.37K ﹤0.01% 968
2023
Q4 		$800K Sell
4,111
-1,596
-28% -$289K ﹤0.01% 998
2023
Q3 		$1.07M Sell
5,707
-128
-2% -$24.7K ﹤0.01% 981
2023
Q2 		$1.06M Sell
5,835
-88
-1% -$15.6K ﹤0.01% 991
2023
Q1 		$1.09M Buy
5,923
+230
+4% +$41.9K ﹤0.01% 988
2022
Q4 		$932K Sell
5,693
-178
-3% -$27.7K ﹤0.01% 1036
2022
Q3 		$745K Sell
5,871
-2,735
-32% -$430K ﹤0.01% 1067
2022
Q2 		$1.34M Sell
8,606
-255
-3% -$41.8K ﹤0.01% 1000
2022
Q1 		$1.58M Sell
8,861
-227
-2% -$37K ﹤0.01% 986
2021
Q4 		$1.28M Buy
9,088
+1,031
+13% +$158K ﹤0.01% 1006
2021
Q3 		$1.42M Buy
8,057
+6,304
+360% +$1.15M ﹤0.01% 993
2021
Q2 		$340K Buy
+1,753
New +$359K ﹤0.01% 1139

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BlackRock
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Wellington Management Group
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Morgan Stanley
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IC
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PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return