Wellington Management Group
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Wellington Management Group’s California Resources CRC Stock Holding History

Wellington Management Group’s Portfolio CRC Stock Details CRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-32,568
Closed -$1.82M – 1846
2023
Q3 		$1.82M Buy
+32,568
New +$1.73M ﹤0.01% 1486
2023
Q2 		– Sell
-20,985
Closed -$808K – 1842
2023
Q1 		$808K Buy
20,985
+13,507
+181% +$559K ﹤0.01% 1720
2022
Q4 		$325K Sell
7,478
-7,075
-49% -$310K ﹤0.01% 1884
2022
Q3 		$559K Hold
14,553
– – ﹤0.01% 1770
2022
Q2 		$560K Hold
14,553
– – ﹤0.01% 1804
2022
Q1 		$651K Buy
+14,553
New +$627K ﹤0.01% 1824

Other funds holding CRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GDS
Gimbel Daniel Scott $435M AUM 78.68% 1-Year Est. Return
KEM
Kimmeridge Energy Management New York $299M AUM 36.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Wellington Management Group's CRC Position: Q4 2023 in Review

Wellington Management Group sold out of California Resources (CRC) in Q4 2023, closing a stake of 32,568 shares — an estimated $1.82M sold.

Wellington Management Group first reported a position in CRC in Q1 2022 and held it in 6 quarters. The position peaked at $1.82M in Q3 2023. 259 funds tracked by Wall St. Rank hold CRC as of Q4 2023.

  • Wellington Management Group reported no remaining California Resources position as of Q4 2023 after selling out during the quarter.
  • Wellington Management Group sold 32,568 California Resources shares in Q4 2023, an estimated $1.82M.
  • Wellington Management Group first reported a position in California Resources in Q1 2022 and held it in 6 quarters.
  • Wellington Management Group's California Resources position peaked at $1.82M in Q3 2023.
  • 259 funds tracked by Wall St. Rank held California Resources as of Q4 2023.

Based on Wellington Management Group's 13F filing for Q4 2023, filed 12 Feb 2024.