Wellington Management Group
LI icon

Wellington Management Group’s Li Auto LI Stock Holding History

Wellington Management Group’s Portfolio LI Stock Details LI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-352,355
Closed -$7.19M – 2061
2022
Q4 		$7.19M Buy
352,355
+30,275
+9% +$576K ﹤0.01% 1174
2022
Q3 		$7.41M Sell
322,080
-512,357
-61% -$16M ﹤0.01% 1179
2022
Q2 		$32M Sell
834,437
-314,316
-27% -$8.4M 0.01% 813
2022
Q1 		$29.6M Buy
+1,148,753
New +$31.7M 0.01% 921
2020
Q4 		– Sell
-452,006
Closed -$7.86M – 1971
2020
Q3 		$7.86M Buy
+452,006
New +$7.55M ﹤0.01% 1162

Other funds holding LI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BAM
Brilliance Asset Management Admiralty, Hong Kong, Hong Kong $339M AUM 8.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
XXIP
Xiamen Xinweidachuang Investment Partnership Xiamen, China $57.8M AUM 56.69% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $547M AUM 13.89% 1-Year Est. Return
ACM
Ariose Capital Management Central, Hong Kong, Hong Kong $234M AUM 640.82% 1-Year Est. Return

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

Wellington Management Group sold out of Li Auto (LI) in Q1 2023, closing a stake of 352,355 shares — an estimated $7.19M sold.

Wellington Management Group first reported a position in LI in Q3 2020 and held it in 5 quarters. The position peaked at $32M in Q2 2022. 205 funds tracked by Wall St. Rank hold LI as of Q1 2023.

  • Wellington Management Group reported no remaining Li Auto position as of Q1 2023 after selling out during the quarter.
  • Wellington Management Group sold 352,355 Li Auto shares in Q1 2023, an estimated $7.19M.
  • Wellington Management Group first reported a position in Li Auto in Q3 2020 and held it in 5 quarters.
  • Wellington Management Group's Li Auto position peaked at $32M in Q2 2022.
  • 205 funds tracked by Wall St. Rank held Li Auto as of Q1 2023.

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