BSW
NNI icon

Buckingham Strategic Wealth’s Nelnet NNI Stock Holding History

Buckingham Strategic Wealth’s Portfolio NNI Stock Details NNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,239
Closed -$212K – 829
2024
Q1 		$212K Buy
+2,239
New +$197K ﹤0.01% 690
2023
Q4 		– Sell
-2,241
Closed -$200K – 740
2023
Q3 		$200K Hold
2,241
– – ﹤0.01% 634
2023
Q2 		$216K Hold
2,241
– – ﹤0.01% 617
2023
Q1 		$203K Hold
2,241
– – ﹤0.01% 568
2022
Q4 		$203K Sell
2,241
-534
-19% -$48.4K ﹤0.01% 570
2022
Q3 		$220K Hold
2,775
– – ﹤0.01% 531
2022
Q2 		$237K Hold
2,775
– – ﹤0.01% 520
2022
Q1 		$236K Sell
2,775
-100
-3% -$8.61K ﹤0.01% 529
2021
Q4 		$281K Sell
2,875
-543
-16% -$48K 0.01% 492
2021
Q3 		$271K Hold
3,418
– – 0.01% 485
2021
Q2 		$257K Hold
3,418
– – 0.01% 495
2021
Q1 		$249K Buy
3,418
+20
+0.6% +$1.45K 0.01% 470
2020
Q4 		$242K Sell
3,398
-161
-5% -$10.9K 0.01% 463
2020
Q3 		$214K Buy
+3,559
New +$218K 0.02% 441
2019
Q2 		– Sell
-10,753
Closed -$592K – 454
2019
Q1 		$592K Hold
10,753
– – 0.07% 195
2018
Q4 		$563K Hold
10,753
– – 0.09% 169
2018
Q3 		$615K Sell
10,753
-500
-4% -$29.3K 0.09% 167
2018
Q2 		$657K Buy
+11,253
New +$650K 0.11% 152
2018
Q1 		– Sell
-13,097
Closed -$717K – 335
2017
Q4 		$717K Sell
13,097
-268
-2% -$14.5K 0.15% 131
2017
Q3 		$675K Hold
13,365
– – 0.16% 125
2017
Q2 		$628K Buy
+13,365
New +$583K 0.15% 129

Other funds holding NNI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $3.62B AUM 21.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
GAI
General American Investors New York $1.52B AUM 37.94% 1-Year Est. Return
SA
Sycale Advisors New York $201M AUM 2.35% 1-Year Est. Return

Buckingham Strategic Wealth's NNI Position: Q2 2024 in Review

Buckingham Strategic Wealth sold out of Nelnet (NNI) in Q2 2024, closing a stake of 2,239 shares — an estimated $212K sold.

Buckingham Strategic Wealth first reported a position in NNI in Q2 2017 and held it in 21 quarters. The position peaked at $717K in Q4 2017. 159 funds tracked by Wall St. Rank hold NNI as of Q2 2024.

  • Buckingham Strategic Wealth reported no remaining Nelnet position as of Q2 2024 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 2,239 Nelnet shares in Q2 2024, an estimated $212K.
  • Buckingham Strategic Wealth first reported a position in Nelnet in Q2 2017 and held it in 21 quarters.
  • Buckingham Strategic Wealth's Nelnet position peaked at $717K in Q4 2017.
  • 159 funds tracked by Wall St. Rank held Nelnet as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.