Next Financial Group’s Bunge Global BG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$8K	Buy	91 +1	+1%	+$89	﹤0.01%	2256
2021 Q3	$7K	Hold	90	–	–	﹤0.01%	2128
2021 Q2	$7K	Sell	90 -25	-22%	-$2.11K	﹤0.01%	2090
2021 Q1	$9K	Sell	115 -292	-72%	-$21.7K	﹤0.01%	1902
2020 Q4	$27K	Buy	407 +317	+352%	+$18.5K	﹤0.01%	1418
2020 Q3	$4K	Buy	+90	New	+$4.02K	﹤0.01%	1889
2020 Q2	–	Sell	-90	Closed	-$4K	–	726
2020 Q1	$4K	Hold	90	–	–	﹤0.01%	1742
2019 Q4	$5K	Hold	90	–	–	﹤0.01%	1951
2019 Q3	$5K	Sell	90 -57	-39%	-$3.18K	﹤0.01%	1893
2019 Q2	$8K	Buy	147 +90	+158%	+$4.8K	﹤0.01%	1740
2019 Q1	$3K	Sell	57 -33	-37%	-$1.75K	﹤0.01%	1352
2018 Q4	$5K	Buy	+90	New	+$5.56K	﹤0.01%	1535
2017 Q2	–	Sell	-17	Closed	-$1K	–	1904
2017 Q1	$1K	Sell	17 -73	-81%	-$5.47K	﹤0.01%	1777
2016 Q4	$7K	Hold	90	–	–	﹤0.01%	1792
2016 Q3	$5K	Buy	+90	New	+$5.6K	﹤0.01%	1912
2014 Q4	–	Sell	-90	Closed	-$8K	–	1919
2014 Q3	$8K	Buy	+90	New	+$7.26K	﹤0.01%	1856

Other funds holding BG

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

CGC

Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Next Financial Group increased its Bunge Global (BG) stake by 1.1% in Q4 2021, buying an estimated $89 and bringing the position to 91 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #2256.

Next Financial Group first reported a position in BG in Q3 2014 and has held it in 16 quarters since. The position peaked at $27K in Q4 2020. 496 funds tracked by Wall St. Rank hold BG as of Q4 2021.

Next Financial Group held 91 shares of Bunge Global worth $8K as of Q4 2021.
Next Financial Group bought 1 Bunge Global share in Q4 2021, an estimated $89.
Bunge Global made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2256 holding.
Next Financial Group first reported a position in Bunge Global in Q3 2014 and has held it in 16 quarters since.
Next Financial Group's Bunge Global position peaked at $27K in Q4 2020.
496 funds tracked by Wall St. Rank held Bunge Global as of Q4 2021.

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