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

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sumitomo Mitsui Trust Group's WEX Position: Q3 2024 in Review

Sumitomo Mitsui Trust Group sold out of WEX (WEX) in Q3 2024, closing a stake of 7,315 shares — an estimated $1.3M sold.

Sumitomo Mitsui Trust Group first reported a position in WEX in Q2 2021 and held it in 13 quarters. The position peaked at $1.58M in Q1 2022. 433 funds tracked by Wall St. Rank hold WEX as of Q3 2024.

  • Sumitomo Mitsui Trust Group reported no remaining WEX position as of Q3 2024 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 7,315 WEX shares in Q3 2024, an estimated $1.3M.
  • Sumitomo Mitsui Trust Group first reported a position in WEX in Q2 2021 and held it in 13 quarters.
  • Sumitomo Mitsui Trust Group's WEX position peaked at $1.58M in Q1 2022.
  • 433 funds tracked by Wall St. Rank held WEX as of Q3 2024.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q3 2024, filed 5 Nov 2024.