WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q4 2020
Top Holdings1,904 positions
MICROSOFT CORP | 65.5M | $14.6B | 2.7% | $130.73 | +62.22% | 6 qtrssince 2019-Q3 | Decreased 0 |
APPLE INC | 100M | $13.3B | 2.4% | $65.22 | +97.51% | 6 qtrssince 2019-Q3 | Decreased 0 |
UNITEDHEALTH GROUP INC | 33.8M | $11.8B | 2.2% | $200.10 | +58.41% | 6 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC | 5.4M | $9.5B | 1.8% | $63.03 | +37.72% | 6 qtrssince 2019-Q3 | Increased 53 |
PFIZER INC | 246.5M | $9.1B | 1.7% | $24.15 | +13.58% | 6 qtrssince 2019-Q3 | Increased 53 |
AMAZON COM INC | 2.4M | $8B | 1.5% | $96.39 | +68.95% | 6 qtrssince 2019-Q3 | Increased 56 |
JPMORGAN CHASE & CO | 58.3M | $7.4B | 1.4% | $95.38 | +14.80% | 6 qtrssince 2019-Q3 | Increased 52 |
MCDONALDS CORP | 33.2M | $7.1B | 1.3% | $168.62 | +11.35% | 6 qtrssince 2019-Q3 | Decreased 0 |
PROCTER & GAMBLE CO | 51.1M | $7.1B | 1.3% | $105.44 | +13.91% | 6 qtrssince 2019-Q3 | Decreased 0 |
META PLATFORMS INC | 25.5M | $7B | 1.3% | $199.62 | +35.54% | 6 qtrssince 2019-Q3 | Increased 55 |
TJX COS INC NEW | 100.4M | $6.9B | 1.3% | $49.84 | +26.05% | 6 qtrssince 2019-Q3 | Increased 52 |
COMCAST CORP NEW | 122.1M | $6.4B | 1.2% | $33.79 | +19.96% | 6 qtrssince 2019-Q3 | Decreased 0 |
ELI LILLY & CO | 33.1M | $5.6B | 1.0% | $117.81 | +35.35% | 6 qtrssince 2019-Q3 | Increased 64 |
JOHNSON & JOHNSON | 35.4M | $5.6B | 1.0% | $111.65 | +20.36% | 6 qtrssince 2019-Q3 | Increased 53 |
COCA COLA CO | 99.6M | $5.5B | 1.0% | $42.98 | +7.69% | 6 qtrssince 2019-Q3 | Decreased 0 |
BANK OF AMER CORP | 177.4M | $5.4B | 1.0% | $24.55 | +7.67% | 6 qtrssince 2019-Q3 | Decreased 0 |
AMERICAN EXPRESS CO | 40.7M | $4.9B | 0.9% | $101.11 | +11.17% | 6 qtrssince 2019-Q3 | Increased 50 |
DANAHER CORP DEL | 21.2M | $4.7B | 0.9% | $130.05 | +47.26% | 6 qtrssince 2019-Q3 | Decreased 0 |
MEDTRONIC PLC | 38.6M | $4.5B | 0.8% | $88.66 | +10.93% | 6 qtrssince 2019-Q3 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 19.2M | $4.5B | 0.8% | $171.12 | +27.99% | 6 qtrssince 2019-Q3 | Decreased 0 |
WELLINGTON MANAGEMENT GROUP LLP manages $543.1B across 1904 positions as of Q4 2020. Top holdings: MSFT (2.7%), AAPL (2.4%), UNH (2.2%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 222 new positions, 190 exits, 669 increased. Top move: LLY (INCREASED, conviction 64). Portfolio: $543.1B across 1904 positions.
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR