Wellesley Asset Management BE US Transaction History

Wellesley Asset Management

  • $1 Trillion
  • Q1 2025
Number of Shares
2,502,000
Previous 2,548,000 1.81%
Holding current value
$3.41 Billion
Previous $3.54 Billion 3.69%
% of portfolio
0.34%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
SELL
N/A
-46,000 Reduced 1.81%
2,502,000 $3.41 Billion
Q4 2024

Jan 27, 2025
SELL
N/A
-3,343,000 Reduced 56.75%
2,548,000 $3.54 Billion
Q3 2024

Oct 23, 2024
BUY
N/A
67,282 Added 1.16%
5,891,000 $5.42 Billion
Q2 2024

Aug 07, 2024
BUY
N/A
5,823,718 New
5,823,718 $5.73 Billion
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