Next Capital Management’s Celanese CE Stock Holding History

Next Capital Management’s Portfolio CE Stock Details CE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-3,500	Closed	-$439K	–	126
2023 Q3	$439K	Hold	3,500	–	–	0.2%	73
2023 Q2	$405K	Hold	3,500	–	–	0.19%	76
2023 Q1	$381K	Hold	3,500	–	–	0.18%	80
2022 Q4	$358K	Sell	3,500 -18	-0.5%	-$1.78K	0.19%	80
2022 Q3	$318K	Buy	+3,518	New	+$386K	0.24%	78
2019 Q3	–	Sell	-48	Closed	-$5K	–	350
2019 Q2	$5K	Buy	+48	New	+$4.97K	﹤0.01%	617

Other funds holding CE

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Capital Management's CE Position: Q4 2023 in Review

Next Capital Management sold out of Celanese (CE) in Q4 2023, closing a stake of 3,500 shares — an estimated $439K sold.

Next Capital Management first reported a position in CE in Q2 2019 and held it in 6 quarters. The position peaked at $439K in Q3 2023. 642 funds tracked by Wall St. Rank hold CE as of Q4 2023.

Next Capital Management reported no remaining Celanese position as of Q4 2023 after selling out during the quarter.
Next Capital Management sold 3,500 Celanese shares in Q4 2023, an estimated $439K.
Next Capital Management first reported a position in Celanese in Q2 2019 and held it in 6 quarters.
Next Capital Management's Celanese position peaked at $439K in Q3 2023.
642 funds tracked by Wall St. Rank held Celanese as of Q4 2023.

Based on Next Capital Management's 13F filing for Q4 2023, filed 19 Jan 2024.