Wellington Management Group
UFPT icon

Wellington Management Group’s UFP Technologies UFPT Stock Holding History

Wellington Management Group’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-20,188
Closed -$5.33M – 2029
2024
Q2 		$5.33M Sell
20,188
-19,800
-50% -$4.89M ﹤0.01% 1302
2024
Q1 		$10.1M Sell
39,988
-7,700
-16% -$1.46M ﹤0.01% 1129
2023
Q4 		$8.2M Sell
47,688
-14,396
-23% -$2.33M ﹤0.01% 1172
2023
Q3 		$10M Sell
62,084
-33,600
-35% -$5.88M ﹤0.01% 1106
2023
Q2 		$18.5M Sell
95,684
-113,932
-54% -$17.6M ﹤0.01% 956
2023
Q1 		$27.2M Sell
209,616
-30,796
-13% -$3.58M 0.01% 855
2022
Q4 		$28.3M Sell
240,412
-39,931
-14% -$4.26M 0.01% 845
2022
Q3 		$24.1M Sell
280,343
-45,702
-14% -$4M 0.01% 858
2022
Q2 		$25.9M Buy
326,045
+106,371
+48% +$7.82M 0.01% 872
2022
Q1 		$14.5M Buy
219,674
+13,479
+7% +$926K ﹤0.01% 1099
2021
Q4 		$14.5M Sell
206,195
-51,806
-20% -$3.43M ﹤0.01% 1158
2021
Q3 		$15.9M Sell
258,001
-31,770
-11% -$2M ﹤0.01% 1144
2021
Q2 		$16.6M Buy
289,771
+24,452
+9% +$1.33M ﹤0.01% 1134
2021
Q1 		$13.2M Hold
265,319
– – ﹤0.01% 1170
2020
Q4 		$12.4M Buy
265,319
+2,000
+0.8% +$87.2K ﹤0.01% 1134
2020
Q3 		$10.9M Buy
263,319
+5,000
+2% +$216K ﹤0.01% 1086
2020
Q2 		$11.4M Buy
258,319
+23,300
+10% +$996K ﹤0.01% 1039
2020
Q1 		$8.95M Sell
235,019
-10,000
-4% -$459K ﹤0.01% 1062
2019
Q4 		$12.2M Sell
245,019
-55,900
-19% -$2.44M ﹤0.01% 1117
2019
Q3 		$11.6M Sell
300,919
-26,800
-8% -$1.1M ﹤0.01% 1114
2019
Q2 		$13.6M Sell
327,719
-28,600
-8% -$1.08M ﹤0.01% 1113
2019
Q1 		$13.3M Buy
356,319
+30,500
+9% +$999K ﹤0.01% 1125
2018
Q4 		$9.79M Buy
325,819
+6,271
+2% +$215K ﹤0.01% 1190
2018
Q3 		$11.7M Buy
319,548
+7,300
+2% +$253K ﹤0.01% 1234
2018
Q2 		$9.63M Hold
312,248
– – ﹤0.01% 1295
2018
Q1 		$9.21M Sell
312,248
-46,306
-13% -$1.34M ﹤0.01% 1304
2017
Q4 		$9.97M Sell
358,554
-68,000
-16% -$1.91M ﹤0.01% 1273
2017
Q3 		$12M Buy
426,554
+26,400
+7% +$730K ﹤0.01% 1221
2017
Q2 		$11.3M Buy
400,154
+8,400
+2% +$225K ﹤0.01% 1184
2017
Q1 		$10.1M Buy
391,754
+2,000
+0.5% +$49.5K ﹤0.01% 1242
2016
Q4 		$9.92M Hold
389,754
– – ﹤0.01% 1194
2016
Q3 		$10.3M Buy
389,754
+1,800
+0.5% +$44K ﹤0.01% 1167
2016
Q2 		$8.74M Buy
387,954
+34,000
+10% +$764K ﹤0.01% 1181
2016
Q1 		$7.88M Sell
353,954
-50,000
-12% -$1.11M ﹤0.01% 1227
2015
Q4 		$9.62M Buy
403,954
+2,636
+0.7% +$62.9K ﹤0.01% 1176
2015
Q3 		$9.17M Buy
401,318
+9,200
+2% +$195K ﹤0.01% 1196
2015
Q2 		$8.2M Buy
392,118
+40,164
+11% +$829K ﹤0.01% 1275
2015
Q1 		$8.02M Buy
351,954
+1,700
+0.5% +$38.5K ﹤0.01% 1306
2014
Q4 		$8.61M Buy
350,254
+9,300
+3% +$206K ﹤0.01% 1293
2014
Q3 		$7.49M Hold
340,954
– – ﹤0.01% 1321
2014
Q2 		$8.21M Sell
340,954
-56,927
-14% -$1.42M ﹤0.01% 1308
2014
Q1 		$9.69M Buy
397,881
+4,781
+1% +$122K ﹤0.01% 1260
2013
Q4 		$9.91M Sell
393,100
-92,700
-19% -$2.24M ﹤0.01% 1241
2013
Q3 		$11.1M Buy
485,800
+3,600
+0.7% +$76.2K ﹤0.01% 1187
2013
Q2 		$9.44M Buy
+482,200
New +$9.3M ﹤0.01% 1216

Other funds holding UFPT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 UFPT Position: Q3 2024 in Review

Wellington Management Group sold out of UFP Technologies (UFPT) in Q3 2024, closing a stake of 20,188 shares — an estimated $5.33M sold.

Wellington Management Group first reported a position in UFPT in Q2 2013 and held it in 45 quarters. The position peaked at $28.3M in Q4 2022. 281 funds tracked by Wall St. Rank hold UFPT as of Q3 2024.

  • Wellington Management Group reported no remaining UFP Technologies position as of Q3 2024 after selling out during the quarter.
  • Wellington Management Group sold 20,188 UFP Technologies shares in Q3 2024, an estimated $5.33M.
  • Wellington Management Group first reported a position in UFP Technologies in Q2 2013 and held it in 45 quarters.
  • Wellington Management Group's UFP Technologies position peaked at $28.3M in Q4 2022.
  • 281 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2024.

Based on Wellington Management Group's 13F filing for Q3 2024, filed 14 Nov 2024.