Next Financial Group’s Insight Enterprises NSIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$53K	Hold	500	–	–	﹤0.01%	1449
2021 Q3	$45K	Hold	500	–	–	﹤0.01%	1453
2021 Q2	$50K	Hold	500	–	–	﹤0.01%	1382
2021 Q1	$48K	Hold	500	–	–	﹤0.01%	1297
2020 Q4	$38K	Hold	500	–	–	﹤0.01%	1290
2020 Q3	$28K	Buy	+500	New	+$26.8K	﹤0.01%	1293
2020 Q2	–	Sell	-500	Closed	-$21K	–	1449
2020 Q1	$21K	Hold	500	–	–	﹤0.01%	1257
2019 Q4	$35K	Hold	500	–	–	﹤0.01%	1335
2019 Q3	$28K	Hold	500	–	–	﹤0.01%	1320
2019 Q2	$29K	Hold	500	–	–	﹤0.01%	1343
2019 Q1	$28K	Hold	500	–	–	0.01%	878
2018 Q4	$20K	Hold	500	–	–	﹤0.01%	1094
2018 Q3	$27K	Buy	+500	New	+$26.3K	0.01%	699
2017 Q4	–	Sell	-100	Closed	-$5K	–	1008
2017 Q3	$5K	Hold	100	–	–	﹤0.01%	1424
2017 Q2	$4K	Hold	100	–	–	﹤0.01%	1616
2017 Q1	$4K	Sell	100 -400	-80%	-$16.4K	﹤0.01%	1573
2016 Q4	$20K	Hold	500	–	–	﹤0.01%	1371
2016 Q3	$16K	Buy	+500	New	+$14.7K	﹤0.01%	1457

Other funds holding NSIT

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

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

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

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Next Financial Group held its Insight Enterprises (NSIT) position steady in Q4 2021 at 500 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Next Financial Group first reported a position in NSIT in Q3 2016 and has held it in 18 quarters since. 249 funds tracked by Wall St. Rank hold NSIT as of Q4 2021.

Next Financial Group held 500 shares of Insight Enterprises worth $53K as of Q4 2021.
Next Financial Group left its Insight Enterprises share count unchanged in Q4 2021.
Insight Enterprises made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1449 holding.
Next Financial Group first reported a position in Insight Enterprises in Q3 2016 and has held it in 18 quarters since.
249 funds tracked by Wall St. Rank held Insight Enterprises as of Q4 2021.

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