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Jason Cronin

@Wellington Management Group Llp

Latest period2024 - Q3ReportedManaged Assets$570.973BTotal holdings1893
Assets growth rate1.93%Assets growth rate (2-Q avg)0.59%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Wellington Management Group Llp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1893 positions.

Assets under management

The assets under management (AUM) of Wellington Management Group Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 570.973B in assets, with a quarterly growth rate of 1.93% and a 2-quarter average growth rate of 0.59%. The portfolio is managed by Jason Cronin, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DUKDuke Energy Corp New
Recent Activity
Decreased -8.59%
0.37%
$2.056B
17.83M shares@ $115.3 avg price
PMPhilip Morris Intl Inc
Recent Activity
Decreased -15.73%
0.36%
$2.035B
16.76M shares@ $121.41 avg price
ORLYOreilly Automotive Inc
Recent Activity
Increased 73.01%
0.35%
$1.987B
1.725M shares@ $1151.6 avg price
TSLATesla Inc
Recent Activity
Increased 51.97%
0.34%
$1.922B
7.345M shares@ $261.64 avg price
MMCMarsh & Mclennan Cos Inc
Recent Activity
Decreased -5.91%
0.34%
$1.909B
8.556M shares@ $223.09 avg price
ATOAtmos Energy Corp
Recent Activity
Increased 10.82%
0.34%
$1.907B
13.745M shares@ $138.72 avg price
BACBank America Corp
Recent Activity
Increased 16.23%
0.33%
$1.873B
47.195M shares@ $39.69 avg price
AIGAmerican Intl Group Inc
Recent Activity
Increased 32.4%
0.33%
$1.832B
25.013M shares@ $73.24 avg price
KVUEKenvue Inc
Recent Activity
Decreased -4.25%
0.33%
$1.829B
79.087M shares@ $23.13 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -6.55%
0.32%
$1.813B
10.663M shares@ $170.05 avg price