Wellington Management Group’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $170M | Buy |
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|
2025
Q2 | $127M | Sell |
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|
2025
Q1 | $125M | Sell |
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|
2024
Q4 | $150M | Sell |
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|
2024
Q3 | $155M | Sell |
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|
2024
Q2 | $154M | Sell |
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|
2024
Q1 | $374M | Sell |
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|
2023
Q4 | $797M | Sell |
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|
2023
Q3 | $749M | Buy |
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|
2023
Q2 | $601M | Buy |
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|
2023
Q1 | $411M | Buy |
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|
2022
Q4 | $250M | Buy |
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|
2022
Q3 | $11.5M | Buy |
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|
2022
Q2 | $2.3M | Sell |
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|
2022
Q1 | $48.4M | Sell |
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|
2021
Q4 | $341M | Sell |
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|
2021
Q3 | $407M | Sell |
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|
2021
Q2 | $368M | Buy |
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|
2021
Q1 | $35.4M | Sell |
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|
2020
Q4 | $48.8M | Sell |
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|
2020
Q3 | $41.7M | Buy |
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|
2020
Q2 | $8.3M | Buy |
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|
2020
Q1 | $4.63M | Sell |
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|
2019
Q4 | $96.5M | Sell |
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|
2019
Q3 | $83.9M | Sell |
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|
2019
Q2 | $95.5M | Sell |
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|
2019
Q1 | $143M | Sell |
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|
2018
Q4 | $116M | Sell |
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|
2018
Q3 | $190M | Sell |
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|
2018
Q2 | $244M | Sell |
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|
2018
Q1 | $331M | Buy |
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|
2017
Q4 | $252M | Sell |
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|
2017
Q3 | $255M | Sell |
|
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|
2017
Q2 | $236M | Sell |
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|
2017
Q1 | $245M | Sell |
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|
2016
Q4 | $259M | Buy |
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|
2016
Q3 | $269M | Sell |
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|
2016
Q2 | $313M | Sell |
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|
2016
Q1 | $458M | Sell |
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|
2015
Q4 | $559M | Buy |
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|
2015
Q3 | $416M | Buy |
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|
2015
Q2 | $319M | Buy |
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|
2015
Q1 | $291M | Buy |
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|
2014
Q4 | $187M | Sell |
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|
2014
Q3 | $187M | Sell |
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|
2014
Q2 | $187M | Buy |
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|
2014
Q1 | $61.9M | Buy |
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|
2013
Q4 | $392K | Buy |
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