Wellesley Asset Management has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.03 Trillion distributed in 49 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lcii Us with a value of $65.1B, F Us with a value of $59.7B, Bmrn Us with a value of $53.5B, Gbx Us with a value of $52B, and Akam Us with a value of $50.7B.

Examining the 13F form we can see an increase of $82.4B in the current position value, from $944B to 1.03T.

Wellesley Asset Management is based out at Wellesley, MA

Below you can find more details about Wellesley Asset Management portfolio as well as his latest detailed transactions.

Portfolio value $1.03 Trillion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 49
  • Current Value $1.03 Trillion
  • Prior Value $944 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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