Next Financial Group’s Dauch Corp DCH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$40K	Hold	4,304	–	–	﹤0.01%	1565
2021 Q3	$38K	Buy	4,304 +300	+7%	+$2.75K	﹤0.01%	1525
2021 Q2	$41K	Buy	4,004 +2,000	+100%	+$21K	﹤0.01%	1472
2021 Q1	$19K	Buy	2,004 +4	+0.2%	+$40	﹤0.01%	1648
2020 Q4	$17K	Hold	2,000	–	–	﹤0.01%	1598
2020 Q3	$12K	Buy	+2,000	New	+$14.3K	﹤0.01%	1564
2020 Q2	–	Sell	-2,000	Closed	-$7K	–	691
2020 Q1	$7K	Sell	2,000 -900	-31%	-$6.69K	﹤0.01%	1612
2019 Q4	$31K	Hold	2,900	–	–	﹤0.01%	1374
2019 Q3	$24K	Hold	2,900	–	–	﹤0.01%	1363
2019 Q2	$37K	Hold	2,900	–	–	﹤0.01%	1256
2019 Q1	$41K	Hold	2,900	–	–	0.01%	781
2018 Q4	$32K	Hold	2,900	–	–	0.01%	939
2018 Q3	$51K	Buy	+2,900	New	+$49.9K	0.02%	537
2017 Q4	–	Sell	-150	Closed	-$3K	–	346
2017 Q3	$3K	Sell	150 -150	-50%	-$2.31K	﹤0.01%	1523
2017 Q2	$5K	Sell	300 -250	-45%	-$4.07K	﹤0.01%	1529
2017 Q1	$10K	Sell	550 -2,800	-84%	-$55.9K	﹤0.01%	1263
2016 Q4	$65K	Sell	3,350 -200	-6%	-$3.39K	0.01%	846
2016 Q3	$61K	Buy	3,550 +3,100	+689%	+$52.1K	0.01%	852
2016 Q2	$6K	Hold	450	–	–	﹤0.01%	1349
2016 Q1	$6K	Hold	450	–	–	﹤0.01%	1313
2015 Q4	$8K	Hold	450	–	–	﹤0.01%	1240
2015 Q3	$8K	Hold	450	–	–	﹤0.01%	1273
2015 Q2	$9K	Hold	450	–	–	﹤0.01%	1291
2015 Q1	$11K	Hold	450	–	–	﹤0.01%	1191
2014 Q4	$10K	Hold	450	–	–	﹤0.01%	1238
2014 Q3	$8K	Hold	450	–	–	﹤0.01%	1853
2014 Q2	$8K	Buy	+450	New	+$8.29K	﹤0.01%	824

Other funds holding DCH

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

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

Next Financial Group held its Dauch Corp (DCH) position steady in Q4 2021 at 4,304 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #1565.

Next Financial Group first reported a position in DCH in Q2 2014 and has held it in 27 quarters since. The position peaked at $65K in Q4 2016. 206 funds tracked by Wall St. Rank hold DCH as of Q4 2021.

Next Financial Group held 4,304 shares of Dauch Corp worth $40K as of Q4 2021.
Next Financial Group left its Dauch Corp share count unchanged in Q4 2021.
Dauch Corp made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1565 holding.
Next Financial Group first reported a position in Dauch Corp in Q2 2014 and has held it in 27 quarters since.
Next Financial Group's Dauch Corp position peaked at $65K in Q4 2016.
206 funds tracked by Wall St. Rank held Dauch Corp as of Q4 2021.

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