UBS AM
AMWL icon

UBS AM’s American Well AMWL Stock Holding History

UBS AM’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
2023
Q4 		– Sell
-13,436
Closed -$314K – 2542
2023
Q3 		$314K Sell
13,436
-93,200
-87% -$3.15M ﹤0.01% 2419
2023
Q2 		$5.03M Hold
106,636
– – ﹤0.01% 1221
2023
Q1 		$5.03M Sell
106,636
-6,412
-6% -$411K ﹤0.01% 1221
2022
Q4 		$6.4M Buy
113,048
+6,787
+6% +$489K ﹤0.01% 1090
2022
Q3 		$7.63M Buy
106,261
+16,676
+19% +$1.46M ﹤0.01% 1056
2022
Q2 		$7.74M Buy
89,585
+10,316
+13% +$770K ﹤0.01% 1067
2022
Q1 		$6.67M Sell
79,269
-132,697
-63% -$11.2M ﹤0.01% 1228
2021
Q4 		$25.6M Buy
211,966
+59,467
+39% +$9.07M 0.01% 840
2021
Q3 		$27.8M Buy
152,499
+2,550
+2% +$553K 0.01% 780
2021
Q2 		$37.7M Buy
149,949
+74,172
+98% +$21.4M 0.02% 702
2021
Q1 		$26.3M Buy
75,777
+42,477
+128% +$23M 0.01% 792
2020
Q4 		$16.9M Sell
33,300
-637
-2% -$369K 0.01% 891
2020
Q3 		$20.1M Buy
+33,937
New +$17.9M 0.01% 760

Other funds holding AMWL

SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

UBS AM's AMWL Position: Q4 2023 in Review

UBS AM sold out of American Well (AMWL) in Q4 2023, closing a stake of 13,436 shares — an estimated $314K sold.

UBS AM first reported a position in AMWL in Q3 2020 and held it in 13 quarters. The position peaked at $37.7M in Q2 2021. 140 funds tracked by Wall St. Rank hold AMWL as of Q4 2023.

  • UBS AM reported no remaining American Well position as of Q4 2023 after selling out during the quarter.
  • UBS AM sold 13,436 American Well shares in Q4 2023, an estimated $314K.
  • UBS AM first reported a position in American Well in Q3 2020 and held it in 13 quarters.
  • UBS AM's American Well position peaked at $37.7M in Q2 2021.
  • 140 funds tracked by Wall St. Rank held American Well as of Q4 2023.

Based on UBS AM's 13F filing for Q4 2023, filed 14 Feb 2024.