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Next Financial Group’s DuPont de Nemours DD Stock Holding History

Next Financial Group’s Portfolio DD Stock Details DD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$1.43M Buy
14,058
+7,304
+108% +$695K 0.09% 242
2021
Q3 		$576K Buy
6,754
+536
+9% +$49.7K 0.04% 407
2021
Q2 		$604K Sell
6,218
-567
-8% -$56.9K 0.05% 391
2021
Q1 		$658K Sell
6,785
-102
-1% -$9.78K 0.06% 338
2020
Q4 		$615K Buy
6,887
+217
+3% +$17K 0.06% 316
2020
Q3 		$464K Sell
6,670
-394
-6% -$27.6K 0.05% 346
2020
Q2 		$471K Sell
7,064
-417
-6% -$24.4K 0.06% 311
2020
Q1 		$320K Buy
7,481
+3,184
+74% +$195K 0.04% 386
2019
Q4 		$346K Buy
4,297
+1,180
+38% +$98K 0.04% 474
2019
Q3 		$279K Sell
3,117
-520
-14% -$45.8K 0.03% 531
2019
Q2 		$342K Sell
3,637
-112
-3% -$13.4K 0.04% 474
2019
Q1 		$506K Buy
3,749
+56
+2% +$7.77K 0.13% 112
2018
Q4 		$500K Buy
3,693
+325
+10% +$46.7K 0.1% 219
2018
Q3 		$549K Sell
3,368
-2,280
-40% -$392K 0.25% 88
2018
Q2 		$943K Buy
5,648
+64
+1% +$10.7K 0.36% 73
2018
Q1 		$901K Buy
5,584
+790
+16% +$143K 0.19% 134
2017
Q4 		$865K Sell
4,794
-196
-4% -$35.3K 0.37% 83
2017
Q3 		$903K Buy
4,990
+2,605
+109% +$435K 0.25% 96
2017
Q2 		$381K Buy
2,385
+147
+7% +$23.4K 0.09% 226
2017
Q1 		$356K Sell
2,238
-4,042
-64% -$628K 0.1% 211
2016
Q4 		$910K Buy
6,280
+269
+4% +$37.5K 0.16% 145
2016
Q3 		$789K Buy
6,011
+3,107
+107% +$414K 0.14% 159
2016
Q2 		$365K Buy
2,904
+490
+20% +$64.5K 0.12% 185
2016
Q1 		$310K Sell
2,414
-41
-2% -$4.91K 0.11% 188
2015
Q4 		$320K Sell
2,455
-2,322
-49% -$298K 0.12% 172
2015
Q3 		$512K Buy
4,777
+1,070
+29% +$124K 0.18% 123
2015
Q2 		$480K Buy
3,707
+151
+4% +$19.6K 0.17% 137
2015
Q1 		$432K Sell
3,556
-120
-3% -$14.2K 0.14% 161
2014
Q4 		$425K Sell
3,676
-1,672
-31% -$204K 0.14% 159
2014
Q3 		$710K Sell
5,348
-138
-3% -$18.4K 0.14% 159
2014
Q2 		$726K Buy
+5,486
New +$699K 0.38% 55

Other funds holding DD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Next Financial Group increased its DuPont de Nemours (DD) stake by 108% in Q4 2021, buying an estimated $695K and bringing the position to 14,058 shares worth $1.43M. The position accounts for 0.09% of the portfolio, ranked #242.

Next Financial Group first reported a position in DD in Q2 2014 and has held it in 31 quarters since. 1,371 funds tracked by Wall St. Rank hold DD as of Q4 2021.

  • Next Financial Group held 14,058 shares of DuPont de Nemours worth $1.43M as of Q4 2021.
  • Next Financial Group bought 7,304 DuPont de Nemours shares in Q4 2021, an estimated $695K.
  • DuPont de Nemours made up 0.09% of Next Financial Group's portfolio in Q4 2021, its #242 holding.
  • Next Financial Group first reported a position in DuPont de Nemours in Q2 2014 and has held it in 31 quarters since.
  • 1,371 funds tracked by Wall St. Rank held DuPont de Nemours as of Q4 2021.

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