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SV Health Investors’s American Well AMWL Stock Holding History

SV Health Investors’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
2021
Q1 		– Sell
-83,132
Closed -$42.1M – 9
2020
Q4 		$42.1M Sell
83,132
-14,335
-15% -$8.3M 20.29% 1
2020
Q3 		$57.8M Buy
+97,467
New +$51.4M 29.27% 1

Other funds holding AMWL

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
AIM
Alerce Investment Management Chicago, Illinois $56.8M AUM 31.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FI
Fosun International Hong Kong, China $446M AUM 13.33% 1-Year Est. Return
VIP
Vantage Investment Partners Kansas City, Missouri $1.45B AUM 18.96% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SV Health Investors's AMWL Position: Q1 2021 in Review

SV Health Investors sold out of American Well (AMWL) in Q1 2021, closing a stake of 83,132 shares — an estimated $42.1M sold.

SV Health Investors first reported a position in AMWL in Q3 2020 and held it in 2 quarters. The position peaked at $57.8M in Q3 2020. 173 funds tracked by Wall St. Rank hold AMWL as of Q1 2021.

  • SV Health Investors reported no remaining American Well position as of Q1 2021 after selling out during the quarter.
  • SV Health Investors sold 83,132 American Well shares in Q1 2021, an estimated $42.1M.
  • SV Health Investors first reported a position in American Well in Q3 2020 and held it in 2 quarters.
  • SV Health Investors's American Well position peaked at $57.8M in Q3 2020.
  • 173 funds tracked by Wall St. Rank held American Well as of Q1 2021.

Based on SV Health Investors's 13F filing for Q1 2021, filed 17 May 2021.