Leverty Financial Group’s Nelnet NNI Stock Holding History

Leverty Financial Group’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
2022 Q1	–	Sell	-200	Closed	-$19K	–	91
2021 Q4	$19K	Buy	+200	New	+$17.7K	0.01%	79

Other funds holding NNI

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

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

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

ECP

Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

GAI

General American Investors New York $1.52B AUM 37.94% 1-Year Est. Return

Leverty Financial Group's NNI Position: Q1 2022 in Review

Leverty Financial Group sold out of Nelnet (NNI) in Q1 2022, closing a stake of 200 shares — an estimated $19K sold.

Leverty Financial Group first reported a position in NNI in Q4 2021 and held it in 1 quarter. The position peaked at $19K in Q4 2021. 150 funds tracked by Wall St. Rank hold NNI as of Q1 2022.

Leverty Financial Group reported no remaining Nelnet position as of Q1 2022 after selling out during the quarter.
Leverty Financial Group sold 200 Nelnet shares in Q1 2022, an estimated $19K.
Leverty Financial Group first reported a position in Nelnet in Q4 2021 and held it in 1 quarter.
Leverty Financial Group's Nelnet position peaked at $19K in Q4 2021.
150 funds tracked by Wall St. Rank held Nelnet as of Q1 2022.

Based on Leverty Financial Group's 13F filing for Q1 2022, filed 20 Apr 2022.