Next Financial Group’s Cimpress CMPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$16K	Sell	225 -70	-24%	-$5.73K	﹤0.01%	1980
2021 Q3	$26K	Sell	295 -8	-3%	-$784	﹤0.01%	1693
2021 Q2	$33K	Sell	303 -8	-3%	-$809	﹤0.01%	1557
2021 Q1	$31K	Sell	311 -995	-76%	-$98K	﹤0.01%	1479
2020 Q4	$115K	Sell	1,306 -2	-0.2%	-$172	0.01%	902
2020 Q3	$98K	Buy	+1,308	New	+$112K	0.01%	866
2017 Q4	–	Sell	-35	Closed	-$4K	–	457
2017 Q3	$4K	Hold	35	–	–	﹤0.01%	1469
2017 Q2	$3K	Hold	35	–	–	﹤0.01%	1653
2017 Q1	$3K	Hold	35	–	–	﹤0.01%	1614
2016 Q4	$3K	Hold	35	–	–	﹤0.01%	2066
2016 Q3	$4K	Hold	35	–	–	﹤0.01%	1981
2016 Q2	$3K	Hold	35	–	–	﹤0.01%	1503
2016 Q1	$3K	Buy	+35	New	+$2.87K	﹤0.01%	1463

Other funds holding CMPR

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 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

ACH

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

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

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

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Next Financial Group reduced its Cimpress (CMPR) stake by 24% in Q4 2021, selling an estimated $5.73K and leaving 225 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

Next Financial Group first reported a position in CMPR in Q1 2016 and has held it in 13 quarters since. The position peaked at $115K in Q4 2020. 142 funds tracked by Wall St. Rank hold CMPR as of Q4 2021.

Next Financial Group held 225 shares of Cimpress worth $16K as of Q4 2021.
Next Financial Group sold 70 Cimpress shares in Q4 2021, an estimated $5.73K.
Cimpress made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1980 holding.
Next Financial Group first reported a position in Cimpress in Q1 2016 and has held it in 13 quarters since.
Next Financial Group's Cimpress position peaked at $115K in Q4 2020.
142 funds tracked by Wall St. Rank held Cimpress as of Q4 2021.

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