Wellington Management Group
MDWT

Wellington Management Group’s Midwest Holding Inc. Common Stock MDWT Stock Holding History

Wellington Management Group’s Portfolio MDWT Stock Details MDWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-150,535
Closed -$2.52M – 2226
2022
Q1 		$2.52M Sell
150,535
-87,560
-37% -$1.8M ﹤0.01% 1553
2021
Q4 		$4.14M Sell
238,095
-6,205
-3% -$171K ﹤0.01% 1509
2021
Q3 		$9.5M Hold
244,300
– – ﹤0.01% 1304
2021
Q2 		$9.56M Buy
244,300
+9,500
+4% +$419K ﹤0.01% 1289
2021
Q1 		$11.7M Buy
234,800
+63,500
+37% +$3.34M ﹤0.01% 1199
2020
Q4 		$9.19M Buy
+171,300
New +$9.89M ﹤0.01% 1207

Other funds holding MDWT

DMKJ
David M. Knott Jr $168M AUM 60.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wellington Management Group's MDWT Position: Q2 2022 in Review

Wellington Management Group sold out of Midwest Holding Inc. Common Stock (MDWT) in Q2 2022, closing a stake of 150,535 shares — an estimated $2.52M sold.

Wellington Management Group first reported a position in MDWT in Q4 2020 and held it in 6 quarters. The position peaked at $11.7M in Q1 2021. 17 funds tracked by Wall St. Rank hold MDWT as of Q2 2022.

  • Wellington Management Group reported no remaining Midwest Holding Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
  • Wellington Management Group sold 150,535 Midwest Holding Inc. Common Stock shares in Q2 2022, an estimated $2.52M.
  • Wellington Management Group first reported a position in Midwest Holding Inc. Common Stock in Q4 2020 and held it in 6 quarters.
  • Wellington Management Group's Midwest Holding Inc. Common Stock position peaked at $11.7M in Q1 2021.
  • 17 funds tracked by Wall St. Rank held Midwest Holding Inc. Common Stock as of Q2 2022.

Based on Wellington Management Group's 13F filing for Q2 2022, filed 15 Aug 2022.