Next Financial Group’s TopBuild BLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$9K	Buy	31 +4	+15%	+$1.02K	﹤0.01%	2207
2021 Q3	$6K	Buy	27 +24	+800%	+$5.04K	﹤0.01%	2185
2021 Q2	$1K	Buy	+3	New	+$622	﹤0.01%	2493
2021 Q1	–	Sell	-3	Closed	-$1K	–	2527
2020 Q4	$1K	Hold	3	–	–	﹤0.01%	2251
2020 Q3	$1K	Buy	+3	New	+$431	﹤0.01%	2087
2020 Q2	–	Sell	-822	Closed	-$59K	–	749
2020 Q1	$59K	Sell	822 -977	-54%	-$99.7K	0.01%	928
2019 Q4	$185K	Sell	1,799 -2,012	-53%	-$209K	0.02%	725
2019 Q3	$367K	Buy	3,811 +1,080	+40%	+$95.4K	0.04%	434
2019 Q2	$226K	Buy	+2,731	New	+$209K	0.02%	619
2019 Q1	–	Sell	-3	Closed	–	–	1665
2018 Q4	$0	Buy	+3	New	+$146	﹤0.01%	1960
2017 Q3	–	Sell	-10	Closed	-$1K	–	1756
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	1811
2017 Q1	$1K	Sell	10 -30	-75%	-$1.22K	﹤0.01%	1779
2016 Q4	$1K	Hold	40	–	–	﹤0.01%	2258
2016 Q3	$1K	Buy	40 +19	+90%	+$669	﹤0.01%	2249
2016 Q2	$0	Hold	21	–	–	﹤0.01%	1741
2016 Q1	$0	Hold	21	–	–	﹤0.01%	1728
2015 Q4	$0	Hold	21	–	–	﹤0.01%	1778
2015 Q3	$0	Buy	+21	New	+$650	﹤0.01%	1821

Other funds holding BLD

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

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

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Next Financial Group increased its TopBuild (BLD) stake by 15% in Q4 2021, buying an estimated $1.02K and bringing the position to 31 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2207.

Next Financial Group first reported a position in BLD in Q3 2015 and has held it in 18 quarters since. The position peaked at $367K in Q3 2019. 377 funds tracked by Wall St. Rank hold BLD as of Q4 2021.

Next Financial Group held 31 shares of TopBuild worth $9K as of Q4 2021.
Next Financial Group bought 4 TopBuild shares in Q4 2021, an estimated $1.02K.
TopBuild made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2207 holding.
Next Financial Group first reported a position in TopBuild in Q3 2015 and has held it in 18 quarters since.
Next Financial Group's TopBuild position peaked at $367K in Q3 2019.
377 funds tracked by Wall St. Rank held TopBuild as of Q4 2021.

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