Wellington Management Group
RGP icon

Wellington Management Group’s Resources Connection RGP Stock Holding History

Wellington Management Group’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-36,900
Closed -$550K – 1904
2023
Q3 		$550K Hold
36,900
– – ﹤0.01% 1686
2023
Q2 		$580K Buy
36,900
+6,700
+22% +$104K ﹤0.01% 1672
2023
Q1 		$515K Hold
30,200
– – ﹤0.01% 1832
2022
Q4 		$555K Hold
30,200
– – ﹤0.01% 1790
2022
Q3 		$546K Buy
+30,200
New +$605K ﹤0.01% 1776

Other funds holding RGP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group's RGP Position: Q4 2023 in Review

Wellington Management Group sold out of Resources Connection (RGP) in Q4 2023, closing a stake of 36,900 shares — an estimated $550K sold.

Wellington Management Group first reported a position in RGP in Q3 2022 and held it in 5 quarters. The position peaked at $580K in Q2 2023. 170 funds tracked by Wall St. Rank hold RGP as of Q4 2023.

  • Wellington Management Group reported no remaining Resources Connection position as of Q4 2023 after selling out during the quarter.
  • Wellington Management Group sold 36,900 Resources Connection shares in Q4 2023, an estimated $550K.
  • Wellington Management Group first reported a position in Resources Connection in Q3 2022 and held it in 5 quarters.
  • Wellington Management Group's Resources Connection position peaked at $580K in Q2 2023.
  • 170 funds tracked by Wall St. Rank held Resources Connection as of Q4 2023.

Based on Wellington Management Group's 13F filing for Q4 2023, filed 12 Feb 2024.