Next Financial Group’s CarGurus CARG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$1K	Hold	29	–	–	﹤0.01%	2707
2021 Q3	$1K	Hold	29	–	–	﹤0.01%	2585
2021 Q2	$1K	Sell	29 -14	-33%	-$364	﹤0.01%	2497
2021 Q1	$1K	Sell	43 -2,051	-98%	-$59.4K	﹤0.01%	2383
2020 Q4	$66K	Buy	+2,094	New	+$51.7K	0.01%	1098
2020 Q2	–	Sell	-4,268	Closed	-$81K	–	785
2020 Q1	$81K	Buy	4,268 +3,858	+941%	+$110K	0.01%	822
2019 Q4	$14K	Hold	410	–	–	﹤0.01%	1637
2019 Q3	$13K	Hold	410	–	–	﹤0.01%	1599
2019 Q2	$15K	Sell	410 -100	-20%	-$3.76K	﹤0.01%	1556
2019 Q1	$20K	Sell	510 -5,045	-91%	-$197K	0.01%	959
2018 Q4	$187K	Buy	5,555 +1,855	+50%	+$74.4K	0.04%	404
2018 Q3	$206K	Buy	+3,700	New	+$171K	0.1%	199

Other funds holding CARG

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

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

DIG

Dragoneer Investment Group San Francisco, California $3B AUM 6.95% 1-Year Est. Return

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

CAM

Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Next Financial Group held its CarGurus (CARG) position steady in Q4 2021 at 29 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2707.

Next Financial Group first reported a position in CARG in Q3 2018 and has held it in 12 quarters since. The position peaked at $206K in Q3 2018. 234 funds tracked by Wall St. Rank hold CARG as of Q4 2021.

Next Financial Group held 29 shares of CarGurus worth $1K as of Q4 2021.
Next Financial Group left its CarGurus share count unchanged in Q4 2021.
CarGurus made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2707 holding.
Next Financial Group first reported a position in CarGurus in Q3 2018 and has held it in 12 quarters since.
Next Financial Group's CarGurus position peaked at $206K in Q3 2018.
234 funds tracked by Wall St. Rank held CarGurus as of Q4 2021.

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