Wellington Management Group
PLL

Wellington Management Group’s Piedmont Lithium PLL Stock Holding History

Wellington Management Group’s Portfolio PLL Stock Details PLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-36,340
Closed -$1.03M – 1960
2023
Q4 		$1.03M Buy
36,340
+2,925
+9% +$85.9K ﹤0.01% 1625
2023
Q3 		$1.33M Buy
33,415
+13
+0% +$632 ﹤0.01% 1555
2023
Q2 		$1.93M Buy
33,402
+382
+1% +$21.9K ﹤0.01% 1483
2023
Q1 		$1.98M Sell
33,020
-143
-0.4% -$8.68K ﹤0.01% 1518
2022
Q4 		$1.46M Buy
33,163
+414
+1% +$23K ﹤0.01% 1571
2022
Q3 		$1.75M Buy
+32,749
New +$1.69M ﹤0.01% 1550

Other funds holding PLL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Wellington Management Group's PLL Position: Q1 2024 in Review

Wellington Management Group sold out of Piedmont Lithium (PLL) in Q1 2024, closing a stake of 36,340 shares — an estimated $1.03M sold.

Wellington Management Group first reported a position in PLL in Q3 2022 and held it in 6 quarters. The position peaked at $1.98M in Q1 2023. 122 funds tracked by Wall St. Rank hold PLL as of Q1 2024.

  • Wellington Management Group reported no remaining Piedmont Lithium position as of Q1 2024 after selling out during the quarter.
  • Wellington Management Group sold 36,340 Piedmont Lithium shares in Q1 2024, an estimated $1.03M.
  • Wellington Management Group first reported a position in Piedmont Lithium in Q3 2022 and held it in 6 quarters.
  • Wellington Management Group's Piedmont Lithium position peaked at $1.98M in Q1 2023.
  • 122 funds tracked by Wall St. Rank held Piedmont Lithium as of Q1 2024.

Based on Wellington Management Group's 13F filing for Q1 2024, filed 15 May 2024.