Wellington Management Group
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Wellington Management Group’s Fulton Financial FULT Stock Holding History

Wellington Management Group’s Portfolio FULT Stock Details FULT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-650,656
Closed -$11.8M – 1973
2024
Q3 		$11.8M Sell
650,656
-809,757
-55% -$14.8M ﹤0.01% 1123
2024
Q2 		$24.8M Buy
+1,460,413
New +$23.7M ﹤0.01% 889
2021
Q4 		– Sell
-27,018
Closed -$413K – 2216
2021
Q3 		$413K Buy
+27,018
New +$418K ﹤0.01% 1980
2020
Q3 		– Sell
-12,593
Closed -$133K – 1925
2020
Q2 		$133K Buy
+12,593
New +$137K ﹤0.01% 1828
2015
Q2 		– Sell
-122,100
Closed -$1.51M – 2167
2015
Q1 		$1.51M Hold
122,100
– – ﹤0.01% 1760
2014
Q4 		$1.51M Buy
+122,100
New +$1.44M ﹤0.01% 1760
2014
Q3 		– Sell
-33,500
Closed -$415K – 2187
2014
Q2 		$415K Buy
+33,500
New +$409K ﹤0.01% 2020

Other funds holding FULT

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group's FULT Position: Q4 2024 in Review

Wellington Management Group sold out of Fulton Financial (FULT) in Q4 2024, closing a stake of 650,656 shares — an estimated $11.8M sold.

Wellington Management Group first reported a position in FULT in Q2 2014 and held it in 7 quarters. The position peaked at $24.8M in Q2 2024. 300 funds tracked by Wall St. Rank hold FULT as of Q4 2024.

  • Wellington Management Group reported no remaining Fulton Financial position as of Q4 2024 after selling out during the quarter.
  • Wellington Management Group sold 650,656 Fulton Financial shares in Q4 2024, an estimated $11.8M.
  • Wellington Management Group first reported a position in Fulton Financial in Q2 2014 and held it in 7 quarters.
  • Wellington Management Group's Fulton Financial position peaked at $24.8M in Q2 2024.
  • 300 funds tracked by Wall St. Rank held Fulton Financial as of Q4 2024.

Based on Wellington Management Group's 13F filing for Q4 2024, filed 12 Feb 2025.