Next Financial Group’s Elastic ESTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$11K	Buy	89 +14	+19%	+$2.12K	﹤0.01%	2140
2021 Q3	$11K	Buy	75 +2	+3%	+$308	﹤0.01%	2001
2021 Q2	$11K	Sell	73 -14	-16%	-$1.75K	﹤0.01%	1947
2021 Q1	$10K	Buy	87 +32	+58%	+$4.54K	﹤0.01%	1883
2020 Q4	$8K	Buy	+55	New	+$6.76K	﹤0.01%	1839

Other funds holding ESTC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

SCH

Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Next Financial Group increased its Elastic (ESTC) stake by 19% in Q4 2021, buying an estimated $2.12K and bringing the position to 89 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

Next Financial Group first reported a position in ESTC in Q4 2020 and has held it in 5 quarters since. 382 funds tracked by Wall St. Rank hold ESTC as of Q4 2021.

Next Financial Group held 89 shares of Elastic worth $11K as of Q4 2021.
Next Financial Group bought 14 Elastic shares in Q4 2021, an estimated $2.12K.
Elastic made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2140 holding.
Next Financial Group first reported a position in Elastic in Q4 2020 and has held it in 5 quarters since.
382 funds tracked by Wall St. Rank held Elastic as of Q4 2021.

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