Next Financial Group’s LexinFintech Holdings LX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$190K	Buy	49,200 +19,300	+65%	+$96K	0.01%	916
2021 Q3	$176K	Buy	29,900 +4,900	+20%	+$37.8K	0.01%	895
2021 Q2	$306K	Buy	25,000 +11,854	+90%	+$120K	0.02%	667
2021 Q1	$132K	Buy	13,146 +2,000	+18%	+$20.1K	0.01%	911
2020 Q4	$75K	Hold	11,146	–	–	0.01%	1063
2020 Q3	$76K	Buy	11,146 +946	+9%	+$8.22K	0.01%	964
2020 Q2	$109K	Buy	10,200 +5,000	+96%	+$44.5K	0.01%	576
2020 Q1	$46K	Buy	5,200 +4,900	+1,633%	+$60.6K	0.01%	1015
2019 Q4	$4K	Buy	+300	New	+$3.44K	﹤0.01%	2023

Other funds holding LX

OCM

OLP Capital Management Causeway Bay, Hong Kong $942M AUM 5.25% 1-Year Est. Return

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

Cederberg Capital London, United Kingdom $186M AUM 21.27% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Next Financial Group increased its LexinFintech Holdings (LX) stake by 65% in Q4 2021, buying an estimated $96K and bringing the position to 49,200 shares worth $190K. The position accounts for 0.01% of the portfolio, ranked #916.

Next Financial Group first reported a position in LX in Q4 2019 and has held it in 9 quarters since. The position peaked at $306K in Q2 2021. 96 funds tracked by Wall St. Rank hold LX as of Q4 2021.

Next Financial Group held 49,200 shares of LexinFintech Holdings worth $190K as of Q4 2021.
Next Financial Group bought 19,300 LexinFintech Holdings shares in Q4 2021, an estimated $96K.
LexinFintech Holdings made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #916 holding.
Next Financial Group first reported a position in LexinFintech Holdings in Q4 2019 and has held it in 9 quarters since.
Next Financial Group's LexinFintech Holdings position peaked at $306K in Q2 2021.
96 funds tracked by Wall St. Rank held LexinFintech Holdings as of Q4 2021.

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