Wellington Management Group

Wellington Management Group’s LegalZoom.com LZ Stock Holding History

Wellington Management Group’s Portfolio LZ Stock Details LZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-2,734,836	Closed	-$22.9M	–	1986
2024 Q2	$22.9M	Buy	2,734,836 +78,320	+3%	+$806K	﹤0.01%	912
2024 Q1	$35.4M	Buy	2,656,516 +682,280	+35%	+$7.86M	0.01%	807
2023 Q4	$22.3M	Buy	1,974,236 +775,775	+65%	+$8.44M	﹤0.01%	912
2023 Q3	$13.1M	Buy	1,198,461 +208,030	+21%	+$2.55M	﹤0.01%	1031
2023 Q2	$12M	Buy	990,431 +570,315	+136%	+$6.03M	﹤0.01%	1063
2023 Q1	$3.94M	Buy	420,116 +10,903	+3%	+$92.3K	﹤0.01%	1341
2022 Q4	$3.17M	Buy	409,213 +63	+0%	+$547	﹤0.01%	1388
2022 Q3	$3.51M	Buy	409,150 +156,521	+62%	+$1.62M	﹤0.01%	1377
2022 Q2	$2.78M	Buy	252,629 +135,054	+115%	+$1.78M	﹤0.01%	1477
2022 Q1	$1.66M	Sell	117,575 -406,435	-78%	-$6.11M	﹤0.01%	1639
2021 Q4	$8.42M	Buy	524,010 +12,434	+2%	+$264K	﹤0.01%	1303
2021 Q3	$13.5M	Sell	511,576 -441,340	-46%	-$15.5M	﹤0.01%	1187
2021 Q2	$36.1M	Buy	+952,916	New	+$36.1M	0.01%	935

Other funds holding LZ

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Hawk Ridge Capital Management Los Angeles, California $2.75B AUM 20.09% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return