Wellington Management Group’s Western Midstream Partners WES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-178,558	Closed	-$3.98M	–	2236
2021 Q4	$3.98M	Sell	178,558 -34,371	-16%	-$735K	﹤0.01%	1520
2021 Q3	$4.46M	Sell	212,929 -33,747	-14%	-$672K	﹤0.01%	1535
2021 Q2	$5.28M	Buy	+246,676	New	+$5.11M	﹤0.01%	1493
2021 Q1	–	Sell	-82,733	Closed	-$1.14M	–	2192
2020 Q4	$1.14M	Buy	+82,733	New	+$950K	﹤0.01%	1591

Other funds holding WES

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Wellington Management Group's WES Position: Q1 2022 in Review

Wellington Management Group sold out of Western Midstream Partners (WES) in Q1 2022, closing a stake of 178,558 shares — an estimated $3.98M sold.

Wellington Management Group first reported a position in WES in Q4 2020 and held it in 4 quarters. The position peaked at $5.28M in Q2 2021. 189 funds tracked by Wall St. Rank hold WES as of Q1 2022.

Wellington Management Group reported no remaining Western Midstream Partners position as of Q1 2022 after selling out during the quarter.
Wellington Management Group sold 178,558 Western Midstream Partners shares in Q1 2022, an estimated $3.98M.
Wellington Management Group first reported a position in Western Midstream Partners in Q4 2020 and held it in 4 quarters.
Wellington Management Group's Western Midstream Partners position peaked at $5.28M in Q2 2021.
189 funds tracked by Wall St. Rank held Western Midstream Partners as of Q1 2022.

Based on Wellington Management Group's 13F filing for Q1 2022, filed 16 May 2022.