Wellington Management Group
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Wellington Management Group’s IPG Photonics IPGP Stock Holding History

Wellington Management Group’s Portfolio IPGP Stock Details IPGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,998
Closed -$568K – 2047
2022
Q4 		$568K Sell
5,998
-5,065
-46% -$454K ﹤0.01% 1784
2022
Q3 		$933K Buy
11,063
+5,065
+84% +$481K ﹤0.01% 1671
2022
Q2 		$565K Buy
+5,998
New +$593K ﹤0.01% 1802
2019
Q3 		– Sell
-2,236
Closed -$345K – 2062
2019
Q2 		$345K Buy
2,236
+310
+16% +$46.9K ﹤0.01% 1960
2019
Q1 		$292K Sell
1,926
-1,048
-35% -$148K ﹤0.01% 1966
2018
Q4 		$337K Sell
2,974
-6,037
-67% -$802K ﹤0.01% 1957
2018
Q3 		$1.41M Sell
9,011
-1,190,342
-99% -$221M ﹤0.01% 1798
2018
Q2 		$265M Buy
1,199,353
+360,071
+43% +$85M 0.06% 312
2018
Q1 		$196M Buy
839,282
+464,974
+124% +$115M 0.04% 387
2017
Q4 		$80.2M Buy
374,308
+372,408
+19,600% +$79M 0.02% 638
2017
Q3 		$352K Sell
1,900
-47,422
-96% -$7.88M ﹤0.01% 2101
2017
Q2 		$7.16M Sell
49,322
-23,972
-33% -$3.22M ﹤0.01% 1318
2017
Q1 		$8.85M Buy
+73,294
New +$8.29M ﹤0.01% 1276
2015
Q3 		– Sell
-100,276
Closed -$8.54M – 2210
2015
Q2 		$8.54M Buy
100,276
+18,523
+23% +$1.74M ﹤0.01% 1260
2015
Q1 		$7.58M Buy
81,753
+11,847
+17% +$1.02M ﹤0.01% 1329
2014
Q4 		$5.24M Buy
+69,906
New +$4.97M ﹤0.01% 1428
2014
Q1 		– Sell
-119,775
Closed -$9.29M – 2187
2013
Q4 		$9.29M Buy
+119,775
New +$8.14M ﹤0.01% 1266
2013
Q3 		– Sell
-1,072,868
Closed -$65.2M – 2202
2013
Q2 		$65.2M Buy
+1,072,868
New +$65.5M 0.02% 604

Other funds holding IPGP

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group's IPGP Position: Q1 2023 in Review

Wellington Management Group sold out of IPG Photonics (IPGP) in Q1 2023, closing a stake of 5,998 shares — an estimated $568K sold.

Wellington Management Group first reported a position in IPGP in Q2 2013 and held it in 18 quarters. The position peaked at $265M in Q2 2018. 307 funds tracked by Wall St. Rank hold IPGP as of Q1 2023.

  • Wellington Management Group reported no remaining IPG Photonics position as of Q1 2023 after selling out during the quarter.
  • Wellington Management Group sold 5,998 IPG Photonics shares in Q1 2023, an estimated $568K.
  • Wellington Management Group first reported a position in IPG Photonics in Q2 2013 and held it in 18 quarters.
  • Wellington Management Group's IPG Photonics position peaked at $265M in Q2 2018.
  • 307 funds tracked by Wall St. Rank held IPG Photonics as of Q1 2023.

Based on Wellington Management Group's 13F filing for Q1 2023, filed 12 May 2023.