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Next Financial Group’s Infosys INFY Stock Holding History

Next Financial Group’s Portfolio INFY Stock Details INFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-201
Closed -$3K – 2581
2020
Q4 		$3K Buy
+201
New +$3.08K ﹤0.01% 2102
2020
Q2 		– Sell
-80
Closed -$1K – 1210
2020
Q1 		$1K Sell
80
-2,688
-97% -$27K ﹤0.01% 2010
2019
Q4 		$29K Sell
2,768
-842
-23% -$8.47K ﹤0.01% 1393
2019
Q3 		$41K Buy
3,610
+1,118
+45% +$12.6K ﹤0.01% 1203
2019
Q2 		$27K Buy
2,492
+1,150
+86% +$12.2K ﹤0.01% 1362
2019
Q1 		$15K Sell
1,342
-1,950
-59% -$20.6K ﹤0.01% 1027
2018
Q4 		$31K Buy
3,292
+2,040
+163% +$19.5K 0.01% 953
2018
Q3 		$13K Buy
+1,252
New +$12.7K 0.01% 920
2017
Q4 		– Sell
-21,898
Closed -$161K – 798
2017
Q3 		$161K Sell
21,898
-3,726
-15% -$28.2K 0.04% 372
2017
Q2 		$192K Buy
25,624
+1,572
+7% +$11.8K 0.05% 366
2017
Q1 		$175K Sell
24,052
-7,884
-25% -$58.8K 0.05% 341
2016
Q4 		$237K Buy
31,936
+9,130
+40% +$68.5K 0.04% 423
2016
Q3 		$180K Buy
+22,806
New +$188K 0.03% 494
2015
Q2 		– Sell
-80
Closed – – 1890
2015
Q1 		$0 Sell
80
-480
-86% -$4.23K ﹤0.01% 1898
2014
Q4 		$4K Hold
560
– – ﹤0.01% 1579
2014
Q3 		$4K Buy
560
+480
+600% +$3.45K ﹤0.01% 2143
2014
Q2 		$1K Buy
+80
New +$532 ﹤0.01% 1153

Other funds holding INFY

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
GIM
Genesis Investment Management London, United Kingdom $91.1M AUM 1.26% 1-Year Est. Return

Next Financial Group's INFY Position: Q1 2021 in Review

Next Financial Group sold out of Infosys (INFY) in Q1 2021, closing a stake of 201 shares — an estimated $3K sold.

Next Financial Group first reported a position in INFY in Q2 2014 and held it in 17 quarters. The position peaked at $237K in Q4 2016. 439 funds tracked by Wall St. Rank hold INFY as of Q1 2021.

  • Next Financial Group reported no remaining Infosys position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 201 Infosys shares in Q1 2021, an estimated $3K.
  • Next Financial Group first reported a position in Infosys in Q2 2014 and held it in 17 quarters.
  • Next Financial Group's Infosys position peaked at $237K in Q4 2016.
  • 439 funds tracked by Wall St. Rank held Infosys as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.