Wellington Management Group’s TFS Financial TFSL Stock Holding History

Wellington Management Group’s Portfolio TFSL Stock Details TFSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-16,567	Closed	-$237K	–	1988
2020 Q2	$237K	Buy	+16,567	New	+$239K	﹤0.01%	1783
2017 Q2	–	Sell	-11,109	Closed	-$185K	–	2292
2017 Q1	$185K	Hold	11,109	–	–	﹤0.01%	2209
2016 Q4	$212K	Hold	11,109	–	–	﹤0.01%	2129
2016 Q3	$198K	Buy	+11,109	New	+$200K	﹤0.01%	2139
2016 Q1	–	Sell	-63,408	Closed	-$1.19M	–	2227
2015 Q4	$1.19M	Hold	63,408	–	–	﹤0.01%	1781
2015 Q3	$1.09M	Sell	63,408 -3,337	-5%	-$56.5K	﹤0.01%	1809
2015 Q2	$1.12M	Sell	66,745 -15,628	-19%	-$235K	﹤0.01%	1814
2015 Q1	$1.21M	Hold	82,373	–	–	﹤0.01%	1810
2014 Q4	$1.23M	Hold	82,373	–	–	﹤0.01%	1814
2014 Q3	$1.18M	Hold	82,373	–	–	﹤0.01%	1789
2014 Q2	$1.18M	Sell	82,373 -95,674	-54%	-$1.29M	﹤0.01%	1787
2014 Q1	$2.21M	Sell	178,047 -385	-0.2%	-$4.58K	﹤0.01%	1665
2013 Q4	$2.16M	Buy	178,432 +385	+0.2%	+$4.61K	﹤0.01%	1684
2013 Q3	$2.13M	Hold	178,047	–	–	﹤0.01%	1666
2013 Q2	$1.99M	Buy	+178,047	New	+$1.93M	﹤0.01%	1636

Other funds holding TFSL

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ECP

Empyrean Capital Partners Los Angeles, California $3.03B AUM 47.81% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $524M AUM 29.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group's TFSL Position: Q3 2020 in Review

Wellington Management Group sold out of TFS Financial (TFSL) in Q3 2020, closing a stake of 16,567 shares — an estimated $237K sold.

Wellington Management Group first reported a position in TFSL in Q2 2013 and held it in 15 quarters. The position peaked at $2.21M in Q1 2014. 130 funds tracked by Wall St. Rank hold TFSL as of Q3 2020.

Wellington Management Group reported no remaining TFS Financial position as of Q3 2020 after selling out during the quarter.
Wellington Management Group sold 16,567 TFS Financial shares in Q3 2020, an estimated $237K.
Wellington Management Group first reported a position in TFS Financial in Q2 2013 and held it in 15 quarters.
Wellington Management Group's TFS Financial position peaked at $2.21M in Q1 2014.
130 funds tracked by Wall St. Rank held TFS Financial as of Q3 2020.

Based on Wellington Management Group's 13F filing for Q3 2020, filed 16 Nov 2020.