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Next Financial Group’s Ichor Holdings ICHR Stock Holding History

Next Financial Group’s Portfolio ICHR Stock Details ICHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-7
Closed – – 2435
2019
Q3 		$0 Hold
7
– – ﹤0.01% 2358
2019
Q2 		$0 Hold
7
– – ﹤0.01% 2337
2019
Q1 		$0 Hold
7
– – ﹤0.01% 1846
2018
Q4 		$0 Buy
+7
New +$121 ﹤0.01% 2014

Other funds holding ICHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Next Financial Group's ICHR Position: Q4 2019 in Review

Next Financial Group sold out of Ichor Holdings (ICHR) in Q4 2019, closing a stake of 7 shares.

Next Financial Group first reported a position in ICHR in Q4 2018 and held it in 4 quarters. The position peaked at $0 in Q3 2019. 169 funds tracked by Wall St. Rank hold ICHR as of Q4 2019.

  • Next Financial Group reported no remaining Ichor Holdings position as of Q4 2019 after selling out during the quarter.
  • Next Financial Group sold 7 Ichor Holdings shares in Q4 2019.
  • Next Financial Group first reported a position in Ichor Holdings in Q4 2018 and held it in 4 quarters.
  • Next Financial Group's Ichor Holdings position peaked at $0 in Q3 2019.
  • 169 funds tracked by Wall St. Rank held Ichor Holdings as of Q4 2019.

Based on Next Financial Group's 13F filing for Q4 2019, filed 21 Jan 2020.