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Wellington Management Group’s
UiPath
PATH
Stock Holding History
Wellington Management Group’s Portfolio
PATH Stock Details
PATH Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-35,469
Closed
-$804K
–
1947
2024
Q1
$804K
Sell
35,469
-9,593
-21%
-$225K
﹤0.01%
1728
2023
Q4
$1.12M
Sell
45,062
-54,868
-55%
-$1.07M
﹤0.01%
1605
2023
Q3
$1.71M
Buy
99,930
+37,062
+59%
+$617K
﹤0.01%
1499
2023
Q2
$1.04M
Buy
62,868
+7,120
+13%
+$114K
﹤0.01%
1597
2023
Q1
$979K
Sell
55,748
-368
-0.7%
-$5.56K
﹤0.01%
1664
2022
Q4
$713K
Sell
56,116
-1,952,180
-97%
-$24.1M
﹤0.01%
1732
2022
Q3
$25.3M
Sell
2,008,296
-15,931
-0.8%
-$279K
0.01%
846
2022
Q2
$36.8M
Sell
2,024,227
-13,240,101
-87%
-$248M
0.01%
765
2022
Q1
$330M
Sell
15,264,328
-681,635
-4%
-$23M
0.06%
290
2021
Q4
$688M
Buy
15,945,963
+11,865,203
+291%
+$585M
0.11%
185
2021
Q3
$215M
Sell
4,080,760
-28,125
-0.7%
-$1.7M
0.04%
421
2021
Q2
$274M
Buy
+4,108,885
New
+$301M
0.05%
372
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1-Year Est. Return
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1-Year Est. Return
BlackRock
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$5.7T AUM
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1-Year Est. Return
Sumitomo Mitsui Trust Group
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$154B AUM
29.96%
1-Year Est. Return
NAMA
Nikko Asset Management Americas
New York
$7.07B AUM
50.91%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
SM
Senvest Management
New York
$3.01B AUM
35.7%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Pictet Asset Management
Carouge, Switzerland
$94.8B AUM
24.11%
1-Year Est. Return
AI
Alphabet Inc
Mountain View, California
$4.02B AUM
215.74%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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