Wellington Management Group
TWIN icon

Wellington Management Group’s Twin Disc TWIN Stock Holding History

Wellington Management Group’s Portfolio TWIN Stock Details TWIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-202,960
Closed -$3.06M – 2114
2019
Q2 		$3.06M Sell
202,960
-4,500
-2% -$70.1K ﹤0.01% 1511
2019
Q1 		$3.45M Buy
207,460
+47,100
+29% +$803K ﹤0.01% 1473
2018
Q4 		$2.37M Buy
160,360
+32,460
+25% +$598K ﹤0.01% 1593
2018
Q3 		$2.95M Buy
+127,900
New +$3.25M ﹤0.01% 1611
2016
Q1 		– Sell
-492,063
Closed -$5.18M – 2232
2015
Q4 		$5.18M Sell
492,063
-29,638
-6% -$344K ﹤0.01% 1354
2015
Q3 		$6.47M Sell
521,701
-14,754
-3% -$219K ﹤0.01% 1286
2015
Q2 		$10M Sell
536,455
-21,000
-4% -$383K ﹤0.01% 1228
2015
Q1 		$9.85M Hold
557,455
– – ﹤0.01% 1245
2014
Q4 		$11.1M Buy
557,455
+127,500
+30% +$2.97M ﹤0.01% 1211
2014
Q3 		$11.6M Buy
429,955
+121,270
+39% +$3.73M ﹤0.01% 1192
2014
Q2 		$10.2M Buy
+308,685
New +$9.3M ﹤0.01% 1246

Other funds holding TWIN

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $566M AUM 19.55% 1-Year Est. Return