Wellington Management Group’s UiPath PATH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-35,469
Closed -$804K 1932
2024
Q1
$804K Sell
35,469
-9,593
-21% -$217K ﹤0.01% 1724
2023
Q4
$1.12M Sell
45,062
-54,868
-55% -$1.36M ﹤0.01% 1605
2023
Q3
$1.71M Buy
99,930
+37,062
+59% +$634K ﹤0.01% 1499
2023
Q2
$1.04M Buy
62,868
+7,120
+13% +$118K ﹤0.01% 1597
2023
Q1
$979K Sell
55,748
-368
-0.7% -$6.46K ﹤0.01% 1664
2022
Q4
$713K Sell
56,116
-1,952,180
-97% -$24.8M ﹤0.01% 1732
2022
Q3
$25.3M Sell
2,008,296
-15,931
-0.8% -$201K 0.01% 846
2022
Q2
$36.8M Sell
2,024,227
-13,240,101
-87% -$241M 0.01% 765
2022
Q1
$330M Sell
15,264,328
-681,635
-4% -$14.7M 0.06% 290
2021
Q4
$688M Buy
15,945,963
+11,865,203
+291% +$512M 0.11% 185
2021
Q3
$215M Sell
4,080,760
-28,125
-0.7% -$1.48M 0.04% 421
2021
Q2
$274M Buy
+4,108,885
New +$274M 0.05% 372