NFG
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Next Financial Group’s Stride LRN Stock Holding History

Next Financial Group’s Portfolio LRN Stock Details LRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$7K Buy
+200
New +$6.9K ﹤0.01% 2323
2018
Q4 		– Sell
-800
Closed -$14K – 2032
2018
Q3 		$14K Buy
+800
New +$13.7K 0.01% 896
2017
Q4 		– Sell
-800
Closed -$14K – 911
2017
Q3 		$14K Hold
800
– – ﹤0.01% 1094
2017
Q2 		$14K Hold
800
– – ﹤0.01% 1205
2017
Q1 		$15K Hold
800
– – ﹤0.01% 1137
2016
Q4 		$14K Buy
+800
New +$11.6K ﹤0.01% 1514

Other funds holding LRN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
OAM
Ophir Asset Management Sydney, Australia $859M AUM 59.08% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Next Financial Group opened a new position in Stride (LRN) in Q4 2021: 200 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #2323 among its holdings. This is a return to the name: Next Financial Group previously reported a position in LRN as recently as Q3 2018.

Next Financial Group first reported a position in LRN in Q4 2016 and has held it in 6 quarters since. The position peaked at $15K in Q1 2017. 176 funds tracked by Wall St. Rank hold LRN as of Q4 2021.

  • Next Financial Group held 200 shares of Stride worth $7K as of Q4 2021.
  • Stride was a new Next Financial Group position in Q4 2021.
  • Stride made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2323 holding.
  • Next Financial Group first reported a position in Stride in Q4 2016 and has held it in 6 quarters since.
  • Next Financial Group's Stride position peaked at $15K in Q1 2017.
  • 176 funds tracked by Wall St. Rank held Stride as of Q4 2021.

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