Wellington Management Group LLP Purchases in Q4 2024

Wellington Management Group LLP

  • $531 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
PEGA
Pegasystems Inc

Technology
726K
+ 5411.22%
$69.42 - $97.28 $50.4M - $70.6M
740K $68.9M
DXPE
Dxp Enterprises Inc

Industrials
822K
New
$48.51 - $83.32 $39.9M - $68.5M
822K $67.9M
KBR
Kbr, Inc.

Industrials
1.17M
+ 240.17%
$55.19 - $72.02 $64.4M - $84.1M
1.65M $95.8M
GL
Globe Life Inc.

Financial Services
326K
+ 6.81%
$103.49 - $116.02 $33.8M - $37.9M
5.12M $571M
BANC
Banc Of California, Inc.

Financial Services
3.95M
+ 274.6%
$13.66 - $17.77 $54M - $70.3M
5.39M $83.4M
GS
Goldman Sachs Group Inc

Financial Services
88.7K
+ 62.2%
$486.1 - $608.57 $43.1M - $54M
231K $133M
MORN
Morningstar, Inc.

Financial Services
130K
+ 13.69%
$312.56 - $358.78 $40.7M - $46.7M
1.08M $364M
MYRG
Myr Group Inc.

Industrials
405K
New
$102.56 - $168.18 $41.5M - $68.1M
405K $60.2M
RLI
Rli Corp

Financial Services
354K
+ 580.42%
$151.91 - $180.89 $53.8M - $64.1M
415K $68.4M
IT
Gartner Inc

Technology
188K
+ 12.74%
$481.22 - $551.8 $90.4M - $104M
1.66M $805M
AMH
American Homes 4 Rent

Real Estate
1.56M
+ 96.24%
$35.02 - $39.25 $54.8M - $61.4M
3.19M $119M
CAKE
Cheesecake Factory Inc

Consumer Cyclical
1.19M
New
$38.7 - $51.36 $45.9M - $60.9M
1.19M $56.3M
KR
Kroger CO

Consumer Defensive
722K
+ 26.45%
$55.21 - $63.3 $39.9M - $45.7M
3.45M $211M
VB
Vanguard Small Cap ETF

ETFs
216K
+ 30.71%
$233.76 - $261.58 $50.5M - $56.5M
920K $221M
LC
Lending Club Corp

Financial Services
2.96M
+ 353.12%
$11.15 - $17.91 $33M - $53M
3.8M $61.5M
KFY
Korn Ferry

Industrials
763K
New
$66.56 - $79.4 $50.8M - $60.6M
763K $51.5M
BRZE
Braze, Inc.

Technology
1.19M
New
$29.93 - $44.78 $35.7M - $53.5M
1.19M $50M
HLN
Haleon PLC

Healthcare
6.18M
+ 67.48%
$9.23 - $10.71 $57M - $66.1M
15.3M $147M
INFA
Informatica Inc.

Technology
1.59M
+ 13.76%
$23.96 - $27.39 $38.1M - $43.6M
13.2M $341M
HYG
Ishares Tr

ETFs
617K
+ 8222.67%
$78.09 - $80.04 $48.2M - $49.4M
624K $49.1M
POOL
Pool Corp

Industrials
225K
+ 27.47%
$339.32 - $390.03 $76.2M - $87.6M
1.04M $355M
AYI
Acuity Brands Inc

Industrials
103K
+ 10.17%
$292.13 - $333.45 $30.1M - $34.4M
1.12M $326M
VEA
Vanguard Ftse Developed Market

ETFs
991K
+ 479.0%
$47.57 - $52.44 $47.2M - $52M
1.2M $57.3M
VCEL
Vericel Corp

Healthcare
701K
+ 119.26%
$40.05 - $59.11 $28.1M - $41.4M
1.29M $70.8M
PNFP
Pinnacle Financial Partners Inc

Financial Services
214K
+ 16.54%
$92.95 - $129.87 $19.8M - $27.7M
1.5M $172M
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
593K
+ 25.72%
$101.82 - $114.06 $60.4M - $67.7M
2.9M $300M
PM
Philip Morris International Inc.

Consumer Defensive
517K
+ 3.08%
$118.38 - $133.06 $61.2M - $68.7M
17.3M $2.08B
MNST
Monster Beverage Corp

Consumer Defensive
818K
+ 21.0%
$49.24 - $56.38 $40.3M - $46.1M
4.72M $248M
RHI
Robert Half International Inc.

Industrials
620K
+ 293.31%
$65.55 - $76.8 $40.6M - $47.6M
831K $58.6M
TRMK
Trustmark Corp

Financial Services
1.12M
+ 82.23%
$30.94 - $39.97 $34.5M - $44.6M
2.47M $87.5M
MEOH
Methanex Corp

Basic Materials
62.5K
+ 1.31%
$38.97 - $49.94 $2.43M - $3.12M
4.84M $242M
STE
Steris PLC

Healthcare
214K
+ 4534.62%
$204.34 - $235.7 $43.8M - $50.5M
219K $45M
IDXX
Idexx Laboratories Inc

Healthcare
121K
+ 161.15%
$406.92 - $495.42 $49.1M - $59.7M
195K $80.8M
ATKR
Atkore Inc.

Industrials
514K
+ 549.87%
$82.02 - $104.45 $42.1M - $53.6M
607K $50.7M
ABT
Abbott Laboratories

Healthcare
581K
+ 2.25%
$111.93 - $119.39 $65.1M - $69.4M
26.4M $2.99B
CCJ
Cameco Corp

Energy
685K
+ 35.95%
$48.64 - $61.14 $33.3M - $41.9M
2.59M $133M
ANF
Abercrombie & Fitch CO

Consumer Cyclical
212K
+ 20.85%
$131.26 - $163.78 $27.8M - $34.7M
1.23M $184M
DOX
Amdocs LTD

Technology
543K
+ 25.43%
$82.94 - $92.86 $45.1M - $50.5M
2.68M $228M
LRN
Stride, Inc.

Consumer Defensive
332K
+ 120.55%
$64.04 - $110.79 $21.3M - $36.8M
608K $63.1M
FIBK
First Interstate Bancsystem Inc

Financial Services
1.14M
+ 88.29%
$29.32 - $35.47 $33.3M - $40.3M
2.43M $78.8M
DCOM
Dime Community Bancshares, Inc.

Financial Services
1.27M
New
$27.53 - $36.59 $35M - $46.5M
1.27M $39.1M
FIVN
Five9, Inc.

Technology
601K
+ 50.85%
$27.26 - $43.41 $16.4M - $26.1M
1.78M $72.5M
SMPL
Simply Good Foods CO

Consumer Defensive
675K
+ 23.49%
$32.46 - $40.01 $21.9M - $27M
3.55M $138M
ASB
Associated Banc Corp

Financial Services
1.58M
New
$20.64 - $28.14 $32.5M - $44.3M
1.58M $37.7M
IEFA
Ishares Tr

ETFs
779K
+ 34.64%
$70.06 - $77.43 $54.6M - $60.3M
3.03M $213M
CCB
Coastal Financial Corp

Financial Services
418K
+ 1067.91%
$52.0 - $85.98 $21.7M - $35.9M
457K $38.8M
T
At&T Inc.

Communication Services
1.56M
+ 161.33%
$21.22 - $23.88 $33M - $37.2M
2.52M $57.4M
COOP
Mr. Cooper Group Inc.

Financial Services
343K
+ 43.14%
$87.37 - $101.43 $30M - $34.8M
1.14M $109M
ADC
Agree Realty Corp

Real Estate
514K
+ 664.61%
$69.44 - $77.65 $35.7M - $39.9M
591K $41.6M
Activity Summary
Buys All Purchases 917 New Holdings 159 Increased Positions 758 Sells All Sells 933 Reductions 933 Sold out 0 Options Calls 0 Puts 25
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