Wellesley Asset Management JBTM US Transaction History

Wellesley Asset Management

  • $962 Billion
  • Q4 2024
Number of Shares
42,450,000
Previous 43,820,000 3.13%
Holding current value
$42.1 Billion
Previous $41.2 Billion 2.02%
% of portfolio
4.37%
Previous 4.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
N/A
-1,370,000 Reduced 3.13%
42,450,000 $42.1 Billion
Q3 2024

Oct 23, 2024
SELL
N/A
-2,475,335 Reduced 5.35%
43,820,000 $41.2 Billion
Q2 2024

Aug 07, 2024
SELL
N/A
-1,554,665 Reduced 3.25%
46,295,335 $42.5 Billion
Q1 2024

May 14, 2024
BUY
N/A
19,679,650 Added 69.86%
47,850,000 $44.4 Billion
Q4 2023

Feb 09, 2024
BUY
N/A
28,170,350 New
28,170,350 $25.9 Billion
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