Hotchkis And Wiley Small Cap Value Fund WEX Holdings History
Hotchkis and Wiley Small Cap Value Fund's WEX Inc Holding Summary
As of 2025-03-31, Hotchkis and Wiley Small Cap Value Fund held 111,500.00 shares of WEX Inc(WEX), totaling $17.51 Mil. This investment constitutes 2.34% of their stock portfolio, and Hotchkis and Wiley Small Cap Value Fund now holds 0.33% of the outstanding WEX Inc(WEX) stock.
The initial trade took place in 2020Q1. And since then Hotchkis and Wiley Small Cap Value Fund has made 6 purchases of WEX, at an average price of $169.77, for a total of 156,700.00 shares. In addition, there have been 5 sales at an average price of $169.80 for 45,200.00 shares. Based on historical transaction data and WEX's current price of $148.82, Hotchkis and Wiley Small Cap Value Fund's estimated gain on his WEX holdings is $-2.34 Mil, reflecting a -8.78% gain to date.
Hotchkis and Wiley Small Cap Value Fund WEX ($148.82) Holding Chart
Hotchkis and Wiley Small Cap Value Fund WEX ($148.82) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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