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Next Financial Group’s Elbit Systems ESLT Stock Holding History

Next Financial Group’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$16K Hold
90
– – ﹤0.01% 1981
2021
Q3 		$13K Hold
90
– – ﹤0.01% 1951
2021
Q2 		$12K Hold
90
– – ﹤0.01% 1919
2021
Q1 		$13K Hold
90
– – ﹤0.01% 1794
2020
Q4 		$12K Buy
+90
New +$10.8K ﹤0.01% 1710
2016
Q4 		– Sell
-50
Closed -$5K – 2413
2016
Q3 		$5K Hold
50
– – ﹤0.01% 1920
2016
Q2 		$4K Hold
50
– – ﹤0.01% 1454
2016
Q1 		$4K Buy
+50
New +$4.29K ﹤0.01% 1412

Other funds holding ESLT

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Next Financial Group held its Elbit Systems (ESLT) position steady in Q4 2021 at 90 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1981.

Next Financial Group first reported a position in ESLT in Q1 2016 and has held it in 8 quarters since. 127 funds tracked by Wall St. Rank hold ESLT as of Q4 2021.

  • Next Financial Group held 90 shares of Elbit Systems worth $16K as of Q4 2021.
  • Next Financial Group left its Elbit Systems share count unchanged in Q4 2021.
  • Elbit Systems made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1981 holding.
  • Next Financial Group first reported a position in Elbit Systems in Q1 2016 and has held it in 8 quarters since.
  • 127 funds tracked by Wall St. Rank held Elbit Systems as of Q4 2021.

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