Wellington Management Group
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Wellington Management Group’s PLDT PHI Stock Holding History

Wellington Management Group’s Portfolio PHI Stock Details PHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-10,127
Closed -$265K – 2216
2021
Q1 		$265K Sell
10,127
-1,958
-16% -$54.8K ﹤0.01% 2015
2020
Q4 		$337K Buy
+12,085
New +$336K ﹤0.01% 1797
2013
Q4 		– Sell
-3,457
Closed -$235K – 2209
2013
Q3 		$235K Sell
3,457
-1
-0% -$68 ﹤0.01% 2114
2013
Q2 		$235K Buy
+3,458
New +$246K ﹤0.01% 2067

Other funds holding PHI

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wellington Management Group's PHI Position: Q2 2021 in Review

Wellington Management Group sold out of PLDT (PHI) in Q2 2021, closing a stake of 10,127 shares — an estimated $265K sold.

Wellington Management Group first reported a position in PHI in Q2 2013 and held it in 4 quarters. The position peaked at $337K in Q4 2020. 76 funds tracked by Wall St. Rank hold PHI as of Q2 2021.

  • Wellington Management Group reported no remaining PLDT position as of Q2 2021 after selling out during the quarter.
  • Wellington Management Group sold 10,127 PLDT shares in Q2 2021, an estimated $265K.
  • Wellington Management Group first reported a position in PLDT in Q2 2013 and held it in 4 quarters.
  • Wellington Management Group's PLDT position peaked at $337K in Q4 2020.
  • 76 funds tracked by Wall St. Rank held PLDT as of Q2 2021.

Based on Wellington Management Group's 13F filing for Q2 2021, filed 16 Aug 2021.