Wellington Management Group
NOAH

Wellington Management Group’s Noah Holdings NOAH Stock Holding History

Wellington Management Group’s Portfolio NOAH Stock Details NOAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-20,036
Closed -$265K – 2074
2022
Q3 		$265K Sell
20,036
-16,489
-45% -$280K ﹤0.01% 1933
2022
Q2 		$739K Buy
+36,525
New +$681K ﹤0.01% 1727
2021
Q2 		– Sell
-11,829
Closed -$525K – 2205
2021
Q1 		$525K Buy
+11,829
New +$562K ﹤0.01% 1844
2019
Q2 		– Sell
-903,943
Closed -$43.8M – 2104
2019
Q1 		$43.8M Buy
903,943
+60,307
+7% +$2.93M 0.01% 784
2018
Q4 		$36.5M Sell
843,636
-22,418
-3% -$931K 0.01% 809
2018
Q3 		$36.5M Sell
866,054
-373,351
-30% -$17M 0.01% 906
2018
Q2 		$64.6M Sell
1,239,405
-509,628
-29% -$28.8M 0.01% 706
2018
Q1 		$82.6M Sell
1,749,033
-91,957
-5% -$4.42M 0.02% 636
2017
Q4 		$85.2M Buy
1,840,990
+545,902
+42% +$22.5M 0.02% 617
2017
Q3 		$41.6M Sell
1,295,088
-2,755
-0.2% -$84.1K 0.01% 807
2017
Q2 		$37.2M Sell
1,297,843
-29,755
-2% -$790K 0.01% 819
2017
Q1 		$33.7M Sell
1,327,598
-241,555
-15% -$6.05M 0.01% 857
2016
Q4 		$34.4M Sell
1,569,153
-1,102,893
-41% -$26.5M 0.01% 823
2016
Q3 		$69.8M Sell
2,672,046
-268,812
-9% -$7.03M 0.02% 601
2016
Q2 		$70.9M Buy
2,940,858
+104,093
+4% +$2.56M 0.02% 576
2016
Q1 		$70.6M Buy
2,836,765
+312,366
+12% +$7.64M 0.02% 569
2015
Q4 		$70.5M Buy
2,524,399
+131,114
+5% +$3.82M 0.02% 569
2015
Q3 		$56.2M Buy
2,393,285
+952,069
+66% +$21.9M 0.02% 643
2015
Q2 		$43.6M Buy
+1,441,216
New +$46.7M 0.01% 767

Other funds holding NOAH

YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
PIM
Platinum Investment Management Sydney Australia 2000, Australia $397M AUM 63.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PAM
Pinpoint Asset Management Hong Kong $576M AUM 43.65% 1-Year Est. Return

Wellington Management Group's NOAH Position: Q4 2022 in Review

Wellington Management Group sold out of Noah Holdings (NOAH) in Q4 2022, closing a stake of 20,036 shares — an estimated $265K sold.

Wellington Management Group first reported a position in NOAH in Q2 2015 and held it in 19 quarters. The position peaked at $85.2M in Q4 2017. 70 funds tracked by Wall St. Rank hold NOAH as of Q4 2022.

  • Wellington Management Group reported no remaining Noah Holdings position as of Q4 2022 after selling out during the quarter.
  • Wellington Management Group sold 20,036 Noah Holdings shares in Q4 2022, an estimated $265K.
  • Wellington Management Group first reported a position in Noah Holdings in Q2 2015 and held it in 19 quarters.
  • Wellington Management Group's Noah Holdings position peaked at $85.2M in Q4 2017.
  • 70 funds tracked by Wall St. Rank held Noah Holdings as of Q4 2022.

Based on Wellington Management Group's 13F filing for Q4 2022, filed 13 Feb 2023.