Next Financial Group’s MERITOR, Inc. MTOR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$0	Buy	+20	New	+$510	﹤0.01%	3036
2020 Q2	–	Sell	-232	Closed	-$3K	–	2055
2020 Q1	$3K	Buy	232 +93	+67%	+$2K	﹤0.01%	1883
2019 Q4	$4K	Hold	139	–	–	﹤0.01%	2050
2019 Q3	$3K	Hold	139	–	–	﹤0.01%	2063
2019 Q2	$3K	Sell	139 -54	-28%	-$1.21K	﹤0.01%	2062
2019 Q1	$4K	Buy	+193	New	+$3.93K	﹤0.01%	1341
2015 Q3	–	Sell	-1,313	Closed	-$17K	–	1992
2015 Q2	$17K	Buy	+1,313	New	+$17.6K	0.01%	1072

Other funds holding MTOR

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

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

Next Financial Group opened a new position in MERITOR, Inc. (MTOR) in Q4 2021: 20 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #3036 among its holdings. This is a return to the name: Next Financial Group previously reported a position in MTOR as recently as Q1 2020.

Next Financial Group first reported a position in MTOR in Q2 2015 and has held it in 7 quarters since. The position peaked at $17K in Q2 2015. 222 funds tracked by Wall St. Rank hold MTOR as of Q4 2021.

Next Financial Group held 20 shares of MERITOR, Inc. worth $0 as of Q4 2021.
MERITOR, Inc. was a new Next Financial Group position in Q4 2021.
MERITOR, Inc. made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #3036 holding.
Next Financial Group first reported a position in MERITOR, Inc. in Q2 2015 and has held it in 7 quarters since.
Next Financial Group's MERITOR, Inc. position peaked at $17K in Q2 2015.
222 funds tracked by Wall St. Rank held MERITOR, Inc. as of Q4 2021.

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