Next Financial Group’s Coty COTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$1K	Sell	100 -100	-50%	-$939	﹤0.01%	2713
2021 Q3	$2K	Hold	200	–	–	﹤0.01%	2458
2021 Q2	$2K	Sell	200 -2,000	-91%	-$18.2K	﹤0.01%	2392
2021 Q1	$20K	Sell	2,200 -2,130	-49%	-$16.3K	﹤0.01%	1632
2020 Q4	$30K	Buy	+4,330	New	+$22.3K	﹤0.01%	1382
2019 Q3	–	Sell	-44	Closed	-$1K	–	2320
2019 Q2	$1K	Sell	44 -18,647	-100%	-$229K	﹤0.01%	2196
2019 Q1	$215K	Buy	+18,691	New	+$177K	0.05%	344
2017 Q4	–	Sell	-148	Closed	-$3K	–	469
2017 Q3	$3K	Hold	148	–	–	﹤0.01%	1526
2017 Q2	$3K	Hold	148	–	–	﹤0.01%	1654
2017 Q1	$3K	Hold	148	–	–	﹤0.01%	1616
2016 Q4	$3K	Buy	+148	New	+$3.06K	﹤0.01%	2069

Other funds holding COTY

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

SBH

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

PCM

Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return

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

CCM

Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return

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

Next Financial Group reduced its Coty (COTY) stake by 50% in Q4 2021, selling an estimated $939 and leaving 100 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2713.

Next Financial Group first reported a position in COTY in Q4 2016 and has held it in 11 quarters since. The position peaked at $215K in Q1 2019. 314 funds tracked by Wall St. Rank hold COTY as of Q4 2021.

Next Financial Group held 100 shares of Coty worth $1K as of Q4 2021.
Next Financial Group sold 100 Coty shares in Q4 2021, an estimated $939.
Coty made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2713 holding.
Next Financial Group first reported a position in Coty in Q4 2016 and has held it in 11 quarters since.
Next Financial Group's Coty position peaked at $215K in Q1 2019.
314 funds tracked by Wall St. Rank held Coty as of Q4 2021.

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