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Next Financial Group’s AerCap AER Stock Holding History

Next Financial Group’s Portfolio AER Stock Details AER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$16K Buy
+238
New +$14.7K ﹤0.01% 1977
2020
Q1 		– Sell
-553
Closed -$34K – 2103
2019
Q4 		$34K Buy
+553
New +$32.5K ﹤0.01% 1340

Other funds holding AER

GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Next Financial Group's AER Position: Q4 2021 in Review

Next Financial Group opened a new position in AerCap (AER) in Q4 2021: 238 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #1977 among its holdings. This is a return to the name: Next Financial Group previously reported a position in AER as recently as Q4 2019.

Next Financial Group first reported a position in AER in Q4 2019 and has held it in 2 quarters since. The position peaked at $34K in Q4 2019. 331 funds tracked by Wall St. Rank hold AER as of Q4 2021.

  • Next Financial Group held 238 shares of AerCap worth $16K as of Q4 2021.
  • AerCap was a new Next Financial Group position in Q4 2021.
  • AerCap made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1977 holding.
  • Next Financial Group first reported a position in AerCap in Q4 2019 and has held it in 2 quarters since.
  • Next Financial Group's AerCap position peaked at $34K in Q4 2019.
  • 331 funds tracked by Wall St. Rank held AerCap as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.