Wellington Management Group
KVHI icon

Wellington Management Group’s KVH Industries KVHI Stock Holding History

Wellington Management Group’s Portfolio KVHI Stock Details KVHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-113,578
Closed -$1.16M – 2057
2022
Q4 		$1.16M Sell
113,578
-134,222
-54% -$1.36M ﹤0.01% 1605
2022
Q3 		$2.29M Buy
+247,800
New +$2.24M ﹤0.01% 1494
2019
Q1 		– Sell
-191,740
Closed -$1.97M – 2080
2018
Q4 		$1.97M Sell
191,740
-173,660
-48% -$1.98M ﹤0.01% 1645
2018
Q3 		$4.79M Hold
365,400
– – ﹤0.01% 1489
2018
Q2 		$4.9M Hold
365,400
– – ﹤0.01% 1495
2018
Q1 		$3.78M Hold
365,400
– – ﹤0.01% 1576
2017
Q4 		$3.78M Hold
365,400
– – ﹤0.01% 1563
2017
Q3 		$4.37M Hold
365,400
– – ﹤0.01% 1513
2017
Q2 		$3.47M Sell
365,400
-48,887
-12% -$435K ﹤0.01% 1549
2017
Q1 		$3.48M Buy
414,287
+35,987
+10% +$351K ﹤0.01% 1580
2016
Q4 		$4.46M Buy
378,300
+151,900
+67% +$1.5M ﹤0.01% 1441
2016
Q3 		$2M Buy
+226,400
New +$1.93M ﹤0.01% 1648

Other funds holding KVHI

BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Potomac Capital Management New York $147M AUM
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Wellington Management Group sold out of KVH Industries (KVHI) in Q1 2023, closing a stake of 113,578 shares — an estimated $1.16M sold.

Wellington Management Group first reported a position in KVHI in Q3 2016 and held it in 12 quarters. The position peaked at $4.9M in Q2 2018. 65 funds tracked by Wall St. Rank hold KVHI as of Q1 2023.

  • Wellington Management Group reported no remaining KVH Industries position as of Q1 2023 after selling out during the quarter.
  • Wellington Management Group sold 113,578 KVH Industries shares in Q1 2023, an estimated $1.16M.
  • Wellington Management Group first reported a position in KVH Industries in Q3 2016 and held it in 12 quarters.
  • Wellington Management Group's KVH Industries position peaked at $4.9M in Q2 2018.
  • 65 funds tracked by Wall St. Rank held KVH Industries as of Q1 2023.

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