Wellington Management Group
NATI

Wellington Management Group’s National Instruments Corp NATI Stock Holding History

Wellington Management Group’s Portfolio NATI Stock Details NATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-239,517
Closed -$14.3M – 1965
2023
Q3 		$14.3M Buy
239,517
+767
+0.3% +$45.1K ﹤0.01% 1008
2023
Q2 		$13.7M Sell
238,750
-311,083
-57% -$17.8M ﹤0.01% 1031
2023
Q1 		$28.8M Sell
549,833
-2,241,328
-80% -$112M 0.01% 841
2022
Q4 		$103M Buy
2,791,161
+673,404
+32% +$26.3M 0.02% 516
2022
Q3 		$79.9M Buy
2,117,757
+1,269,407
+150% +$48M 0.02% 568
2022
Q2 		$26.5M Buy
+848,350
New +$30.1M 0.01% 865
2022
Q1 		– Sell
-1,853,904
Closed -$81M – 2280
2021
Q4 		$81M Sell
1,853,904
-1,590,418
-46% -$67.6M 0.01% 685
2021
Q3 		$135M Sell
3,444,322
-746,064
-18% -$31.2M 0.02% 543
2021
Q2 		$177M Sell
4,190,386
-1,358
-0% -$57.2K 0.03% 468
2021
Q1 		$181M Sell
4,191,744
-435,452
-9% -$19.1M 0.03% 443
2020
Q4 		$203M Sell
4,627,196
-1,227,818
-21% -$45.8M 0.04% 405
2020
Q3 		$209M Sell
5,855,014
-228,479
-4% -$8.3M 0.04% 355
2020
Q2 		$235M Buy
6,083,493
+806,548
+15% +$30.5M 0.05% 310
2020
Q1 		$175M Sell
5,276,945
-138,471
-3% -$5.53M 0.05% 332
2019
Q4 		$229M Buy
5,415,416
+316,490
+6% +$13.2M 0.05% 367
2019
Q3 		$214M Buy
5,098,926
+424,609
+9% +$18.2M 0.05% 354
2019
Q2 		$196M Sell
4,674,317
-21,142
-0.5% -$902K 0.04% 373
2019
Q1 		$208M Buy
4,695,459
+5,934
+0.1% +$269K 0.05% 352
2018
Q4 		$213M Sell
4,689,525
-1,998,075
-30% -$93.3M 0.05% 324
2018
Q3 		$323M Buy
6,687,600
+265,509
+4% +$12.1M 0.07% 281
2018
Q2 		$270M Buy
6,422,091
+68,706
+1% +$3.05M 0.06% 309
2018
Q1 		$321M Sell
6,353,385
-299,011
-4% -$14.6M 0.07% 278
2017
Q4 		$277M Sell
6,652,396
-338,009
-5% -$14.8M 0.06% 300
2017
Q3 		$295M Sell
6,990,405
-29,897
-0.4% -$1.22M 0.07% 275
2017
Q2 		$282M Buy
7,020,302
+470,593
+7% +$17.1M 0.07% 271
2017
Q1 		$213M Buy
6,549,709
+267,706
+4% +$8.52M 0.05% 317
2016
Q4 		$194M Buy
6,282,003
+402,688
+7% +$11.7M 0.05% 334
2016
Q3 		$167M Sell
5,879,315
-487,180
-8% -$13.7M 0.04% 360
2016
Q2 		$174M Buy
6,366,495
+395,052
+7% +$11M 0.05% 342
2016
Q1 		$180M Buy
5,971,443
+795,525
+15% +$22.8M 0.05% 339
2015
Q4 		$148M Sell
5,175,918
-14,539
-0.3% -$430K 0.04% 369
2015
Q3 		$144M Sell
5,190,457
-9,243
-0.2% -$263K 0.04% 356
2015
Q2 		$153M Buy
5,199,700
+16,880
+0.3% +$519K 0.04% 382
2015
Q1 		$166M Buy
5,182,820
+223,249
+5% +$6.93M 0.04% 373
2014
Q4 		$154M Buy
4,959,571
+292,447
+6% +$9.08M 0.04% 388
2014
Q3 		$144M Buy
4,667,124
+135,558
+3% +$4.39M 0.04% 405
2014
Q2 		$147M Buy
4,531,566
+1,254,885
+38% +$36.1M 0.04% 440
2014
Q1 		$94M Buy
3,276,681
+15,805
+0.5% +$471K 0.03% 535
2013
Q4 		$104M Sell
3,260,876
-137,422
-4% -$4.24M 0.03% 513
2013
Q3 		$105M Sell
3,398,298
-1,687,300
-33% -$49M 0.03% 480
2013
Q2 		$142M Buy
+5,085,598
New +$146M 0.05% 381

Other funds holding NATI

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wellington Management Group's NATI Position: Q4 2023 in Review

Wellington Management Group sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 239,517 shares — an estimated $14.3M sold.

Wellington Management Group first reported a position in NATI in Q2 2013 and held it in 41 quarters. The position peaked at $323M in Q3 2018. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

  • Wellington Management Group reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
  • Wellington Management Group sold 239,517 National Instruments Corp shares in Q4 2023, an estimated $14.3M.
  • Wellington Management Group first reported a position in National Instruments Corp in Q2 2013 and held it in 41 quarters.
  • Wellington Management Group's National Instruments Corp position peaked at $323M in Q3 2018.
  • 3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on Wellington Management Group's 13F filing for Q4 2023, filed 12 Feb 2024.