Wellington Management Group
LB

Wellington Management Group’s LandBridge Co LB Stock Holding History

Wellington Management Group’s Portfolio LB Stock Details LB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-212,443
Closed -$4.92M – 2044
2024
Q2 		$4.92M Buy
+212,443
New +$4.92M ﹤0.01% 1330

Other funds holding LB

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCM
Bornite Capital Management New York $595M AUM 59.2% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return

Wellington Management Group's LB Position: Q3 2024 in Review

Wellington Management Group sold out of LandBridge Co (LB) in Q3 2024, closing a stake of 212,443 shares — an estimated $4.92M sold.

Wellington Management Group first reported a position in LB in Q2 2024 and held it in 1 quarter. The position peaked at $4.92M in Q2 2024. 59 funds tracked by Wall St. Rank hold LB as of Q3 2024.

  • Wellington Management Group reported no remaining LandBridge Co position as of Q3 2024 after selling out during the quarter.
  • Wellington Management Group sold 212,443 LandBridge Co shares in Q3 2024, an estimated $4.92M.
  • Wellington Management Group first reported a position in LandBridge Co in Q2 2024 and held it in 1 quarter.
  • Wellington Management Group's LandBridge Co position peaked at $4.92M in Q2 2024.
  • 59 funds tracked by Wall St. Rank held LandBridge Co as of Q3 2024.

Based on Wellington Management Group's 13F filing for Q3 2024, filed 14 Nov 2024.