Next Financial Group’s CRH CRH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$18K	Buy	347 +24	+7%	+$1.18K	﹤0.01%	1925
2021 Q3	$15K	Buy	323 +98	+44%	+$4.97K	﹤0.01%	1894
2021 Q2	$11K	Buy	225 +23	+11%	+$1.15K	﹤0.01%	1943
2021 Q1	$10K	Buy	+202	New	+$9.08K	﹤0.01%	1881
2017 Q4	–	Sell	-2,010	Closed	-$73K	–	476
2017 Q3	$73K	Buy	2,010 +2,000	+20,000%	+$70.8K	0.02%	590
2017 Q2	$0	Buy	+10	New	+$359	﹤0.01%	1914
2017 Q1	–	Sell	-10	Closed	–	–	1940
2016 Q4	$0	Hold	10	–	–	﹤0.01%	2390
2016 Q3	$0	Hold	10	–	–	﹤0.01%	2374
2016 Q2	$0	Hold	10	–	–	﹤0.01%	1757
2016 Q1	$0	Hold	10	–	–	﹤0.01%	1749
2015 Q4	$0	Hold	10	–	–	﹤0.01%	1798
2015 Q3	$0	Buy	+10	New	+$289	﹤0.01%	1835
2014 Q4	–	Sell	-10	Closed	–	–	1960
2014 Q3	$0	Hold	10	–	–	﹤0.01%	2509
2014 Q2	$0	Buy	+10	New	+$283	﹤0.01%	1213

Other funds holding CRH

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Next Financial Group increased its CRH (CRH) stake by 7.4% in Q4 2021, buying an estimated $1.18K and bringing the position to 347 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1925.

Next Financial Group first reported a position in CRH in Q2 2014 and has held it in 14 quarters since. The position peaked at $73K in Q3 2017. 247 funds tracked by Wall St. Rank hold CRH as of Q4 2021.

Next Financial Group held 347 shares of CRH worth $18K as of Q4 2021.
Next Financial Group bought 24 CRH shares in Q4 2021, an estimated $1.18K.
CRH made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1925 holding.
Next Financial Group first reported a position in CRH in Q2 2014 and has held it in 14 quarters since.
Next Financial Group's CRH position peaked at $73K in Q3 2017.
247 funds tracked by Wall St. Rank held CRH as of Q4 2021.

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