Disciplined Investments’s NextDecade NEXT Stock Holding History

Disciplined Investments’s Portfolio NEXT Stock Details NEXT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,000	Closed	-$4K	–	1475
2022 Q2	$4K	Hold	1,000	–	–	﹤0.01%	492
2022 Q1	$7K	Hold	1,000	–	–	﹤0.01%	413
2021 Q4	$3K	Hold	1,000	–	–	﹤0.01%	421
2021 Q3	$3K	Buy	+1,000	New	+$3.15K	﹤0.01%	376

Other funds holding NEXT

YCMGA

York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return

BHMP

Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $5.37B AUM 18.53% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Disciplined Investments's NEXT Position: Q3 2022 in Review

Disciplined Investments sold out of NextDecade (NEXT) in Q3 2022, closing a stake of 1,000 shares — an estimated $4K sold.

Disciplined Investments first reported a position in NEXT in Q3 2021 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 90 funds tracked by Wall St. Rank hold NEXT as of Q3 2022.

Disciplined Investments reported no remaining NextDecade position as of Q3 2022 after selling out during the quarter.
Disciplined Investments sold 1,000 NextDecade shares in Q3 2022, an estimated $4K.
Disciplined Investments first reported a position in NextDecade in Q3 2021 and held it in 4 quarters.
Disciplined Investments's NextDecade position peaked at $7K in Q1 2022.
90 funds tracked by Wall St. Rank held NextDecade as of Q3 2022.

Based on Disciplined Investments's 13F filing for Q3 2022, filed 3 Nov 2022.