Next Financial Group’s Genpact G Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$11K	Buy	197 +34	+21%	+$1.71K	﹤0.01%	2145
2021 Q3	$8K	Hold	163	–	–	﹤0.01%	2091
2021 Q2	$7K	Sell	163 -131	-45%	-$5.93K	﹤0.01%	2098
2021 Q1	$13K	Buy	294 +131	+80%	+$5.44K	﹤0.01%	1796
2020 Q4	$7K	Sell	163 -12	-7%	-$474	﹤0.01%	1880
2020 Q3	$7K	Buy	+175	New	+$6.9K	﹤0.01%	1725
2020 Q2	–	Sell	-5,575	Closed	-$162K	–	1078
2020 Q1	$162K	Sell	5,575 -447	-7%	-$17.5K	0.02%	607
2019 Q4	$254K	Sell	6,022 -121	-2%	-$4.83K	0.03%	613
2019 Q3	$238K	Sell	6,143 -1,589	-21%	-$63K	0.03%	596
2019 Q2	$295K	Sell	7,732 -13	-0.2%	-$473	0.03%	524
2019 Q1	$272K	Buy	+7,745	New	+$245K	0.07%	283
2016 Q4	–	Sell	-200	Closed	-$5K	–	2424
2016 Q3	$5K	Hold	200	–	–	﹤0.01%	1926
2016 Q2	$5K	Hold	200	–	–	﹤0.01%	1403
2016 Q1	$5K	Buy	+200	New	+$5.07K	﹤0.01%	1363

Other funds holding G

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

NIEF

Nalanda India Equity Fund Mauritius $510M AUM 23.61% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Next Financial Group increased its Genpact (G) stake by 21% in Q4 2021, buying an estimated $1.71K and bringing the position to 197 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Next Financial Group first reported a position in G in Q1 2016 and has held it in 14 quarters since. The position peaked at $295K in Q2 2019. 333 funds tracked by Wall St. Rank hold G as of Q4 2021.

Next Financial Group held 197 shares of Genpact worth $11K as of Q4 2021.
Next Financial Group bought 34 Genpact shares in Q4 2021, an estimated $1.71K.
Genpact made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2145 holding.
Next Financial Group first reported a position in Genpact in Q1 2016 and has held it in 14 quarters since.
Next Financial Group's Genpact position peaked at $295K in Q2 2019.
333 funds tracked by Wall St. Rank held Genpact as of Q4 2021.

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