YC
WEX icon

Yarbrough Capital’s WEX WEX Stock Holding History

Yarbrough Capital’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
Q1 		– Sell
-2,318
Closed -$451K – 210
2023
Q4 		$451K Hold
2,318
– – 0.02% 143
2023
Q3 		$436K Hold
2,318
– – 0.03% 132
2023
Q2 		$422K Hold
2,318
– – 0.02% 149
2023
Q1 		$426K Hold
2,318
– – 0.03% 137
2022
Q4 		$379K Hold
2,318
– – 0.03% 123
2022
Q3 		$294K Hold
2,318
– – 0.02% 160
2022
Q2 		$361K Sell
2,318
-483
-17% -$79.1K 0.03% 132
2022
Q1 		$500K Buy
+2,801
New +$457K 0.03% 135

Other funds holding WEX

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.44B AUM 28.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return