Wellington Management Group
SPFI icon

Wellington Management Group’s South Plains Financial SPFI Stock Holding History

Wellington Management Group’s Portfolio SPFI Stock Details SPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-100,421
Closed -$1.64M – 2115
2019
Q3 		$1.64M Sell
100,421
-86,317
-46% -$1.45M ﹤0.01% 1633
2019
Q2 		$3.08M Buy
+186,738
New +$3.3M ﹤0.01% 1509

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MCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

Wellington Management Group's SPFI Position: Q4 2019 in Review

Wellington Management Group sold out of South Plains Financial (SPFI) in Q4 2019, closing a stake of 100,421 shares — an estimated $1.64M sold.

Wellington Management Group first reported a position in SPFI in Q2 2019 and held it in 2 quarters. The position peaked at $3.08M in Q2 2019. 58 funds tracked by Wall St. Rank hold SPFI as of Q4 2019.

  • Wellington Management Group reported no remaining South Plains Financial position as of Q4 2019 after selling out during the quarter.
  • Wellington Management Group sold 100,421 South Plains Financial shares in Q4 2019, an estimated $1.64M.
  • Wellington Management Group first reported a position in South Plains Financial in Q2 2019 and held it in 2 quarters.
  • Wellington Management Group's South Plains Financial position peaked at $3.08M in Q2 2019.
  • 58 funds tracked by Wall St. Rank held South Plains Financial as of Q4 2019.

Based on Wellington Management Group's 13F filing for Q4 2019, filed 11 Feb 2020.