Next Financial Group’s AutoNation AN Stock Holding History

Next Financial Group’s Portfolio AN Stock Details AN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$23K	Buy	194 +84	+76%	+$10.1K	﹤0.01%	1822
2021 Q3	$13K	Buy	110 +14	+15%	+$1.58K	﹤0.01%	1940
2021 Q2	$9K	Buy	+96	New	+$9.4K	﹤0.01%	2006
2017 Q1	–	Sell	-50	Closed	-$2K	–	1878
2016 Q4	$2K	Sell	50 -150	-75%	-$6.96K	﹤0.01%	2137
2016 Q3	$10K	Buy	200 +50	+33%	+$2.46K	﹤0.01%	1635
2016 Q2	$7K	Hold	150	–	–	﹤0.01%	1307
2016 Q1	$7K	Buy	+150	New	+$7.26K	﹤0.01%	1266
2015 Q3	–	Sell	-400	Closed	-$25K	–	1810
2015 Q2	$25K	Hold	400	–	–	0.01%	909
2015 Q1	$25K	Hold	400	–	–	0.01%	903
2014 Q4	$24K	Sell	400 -1,300	-76%	-$72.8K	0.01%	901
2014 Q3	$86K	Hold	1,700	–	–	0.02%	707
2014 Q2	$92K	Buy	+1,700	New	+$94.1K	0.05%	243

Other funds holding AN

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Next Financial Group increased its AutoNation (AN) stake by 76% in Q4 2021, buying an estimated $10.1K and bringing the position to 194 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Next Financial Group first reported a position in AN in Q2 2014 and has held it in 12 quarters since. The position peaked at $92K in Q2 2014. 436 funds tracked by Wall St. Rank hold AN as of Q4 2021.

Next Financial Group held 194 shares of AutoNation worth $23K as of Q4 2021.
Next Financial Group bought 84 AutoNation shares in Q4 2021, an estimated $10.1K.
AutoNation made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1822 holding.
Next Financial Group first reported a position in AutoNation in Q2 2014 and has held it in 12 quarters since.
Next Financial Group's AutoNation position peaked at $92K in Q2 2014.
436 funds tracked by Wall St. Rank held AutoNation as of Q4 2021.

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