Wellesley Asset Management Portfolio Holdings

Wellesley Asset Management

  • $962 Billion
  • Q4 2024

Wellesley Asset Management has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $962 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lcii Us with a value of $60.3B, F Us with a value of $57.5B, Gbx Us with a value of $53.2B, Bmrn Us with a value of $53.1B, and Akam Us with a value of $48.6B.

Examining the 13F form we can see an decrease of $64.5B in the current position value, from $1.03T to 962B.

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 $962 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $962 Billion
  • Prior Value $1.03 Trillion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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