Wellington Management Group
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Wellington Management Group’s Inogen INGN Stock Holding History

Wellington Management Group’s Portfolio INGN Stock Details INGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-114,600
Closed -$1.43M – 1896
2023
Q1 		$1.43M Buy
+114,600
New +$2.19M ﹤0.01% 1573
2021
Q4 		– Sell
-6,328
Closed -$273K – 2233
2021
Q3 		$273K Buy
+6,328
New +$389K ﹤0.01% 2065
2019
Q2 		– Sell
-30,671
Closed -$2.92M – 2086
2019
Q1 		$2.92M Buy
+30,671
New +$3.83M ﹤0.01% 1522
2018
Q4 		– Sell
-41,193
Closed -$10.1M – 2116
2018
Q3 		$10.1M Buy
41,193
+10,533
+34% +$2.44M ﹤0.01% 1277
2018
Q2 		$5.71M Sell
30,660
-13,177
-30% -$2.19M ﹤0.01% 1449
2018
Q1 		$5.38M Sell
43,837
-12,976
-23% -$1.58M ﹤0.01% 1463
2017
Q4 		$6.77M Sell
56,813
-56,094
-50% -$6.18M ﹤0.01% 1383
2017
Q3 		$10.7M Buy
112,907
+10,847
+11% +$1.05M ﹤0.01% 1242
2017
Q2 		$9.74M Sell
102,060
-50
-0% -$4.27K ﹤0.01% 1221
2017
Q1 		$7.92M Sell
102,110
-120,991
-54% -$8.38M ﹤0.01% 1304
2016
Q4 		$15M Sell
223,101
-185,051
-45% -$11.4M ﹤0.01% 1084
2016
Q3 		$24.4M Buy
408,152
+190,884
+88% +$10.6M 0.01% 912
2016
Q2 		$10.9M Buy
+217,268
New +$10.4M ﹤0.01% 1108

Other funds holding INGN

BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Wellington Management Group's INGN Position: Q2 2023 in Review

Wellington Management Group sold out of Inogen (INGN) in Q2 2023, closing a stake of 114,600 shares — an estimated $1.43M sold.

Wellington Management Group first reported a position in INGN in Q2 2016 and held it in 13 quarters. The position peaked at $24.4M in Q3 2016. 139 funds tracked by Wall St. Rank hold INGN as of Q2 2023.

  • Wellington Management Group reported no remaining Inogen position as of Q2 2023 after selling out during the quarter.
  • Wellington Management Group sold 114,600 Inogen shares in Q2 2023, an estimated $1.43M.
  • Wellington Management Group first reported a position in Inogen in Q2 2016 and held it in 13 quarters.
  • Wellington Management Group's Inogen position peaked at $24.4M in Q3 2016.
  • 139 funds tracked by Wall St. Rank held Inogen as of Q2 2023.

Based on Wellington Management Group's 13F filing for Q2 2023, filed 14 Aug 2023.