Next Financial Group’s OneMain Financial OMF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$182K	Sell	3,635 -1,674	-32%	-$88.6K	0.01%	939
2021 Q3	$294K	Sell	5,309 -832	-14%	-$48.4K	0.02%	674
2021 Q2	$367K	Sell	6,141 -456	-7%	-$25.8K	0.03%	587
2021 Q1	$354K	Buy	6,597 +6,133	+1,322%	+$317K	0.03%	553
2020 Q4	$22K	Buy	464 +5	+1%	+$197	﹤0.01%	1513
2020 Q3	$14K	Buy	+459	New	+$13.1K	﹤0.01%	1527
2020 Q2	–	Sell	-507	Closed	-$10K	–	1480
2020 Q1	$10K	Buy	507 +119	+31%	+$4.43K	﹤0.01%	1531
2019 Q4	$16K	Buy	388 +3	+0.8%	+$121	﹤0.01%	1609
2019 Q3	$14K	Sell	385 -129	-25%	-$4.79K	﹤0.01%	1583
2019 Q2	$17K	Buy	+514	New	+$16.8K	﹤0.01%	1525
2019 Q1	–	Sell	-800	Closed	-$19K	–	1976
2018 Q4	$19K	Buy	+800	New	+$22.8K	﹤0.01%	1115

Other funds holding OMF

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

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

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

Next Financial Group reduced its OneMain Financial (OMF) stake by 32% in Q4 2021, selling an estimated $88.6K and leaving 3,635 shares worth $182K. The position accounts for 0.01% of the portfolio, ranked #939.

Next Financial Group first reported a position in OMF in Q4 2018 and has held it in 11 quarters since. The position peaked at $367K in Q2 2021. 368 funds tracked by Wall St. Rank hold OMF as of Q4 2021.

Next Financial Group held 3,635 shares of OneMain Financial worth $182K as of Q4 2021.
Next Financial Group sold 1,674 OneMain Financial shares in Q4 2021, an estimated $88.6K.
OneMain Financial made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #939 holding.
Next Financial Group first reported a position in OneMain Financial in Q4 2018 and has held it in 11 quarters since.
Next Financial Group's OneMain Financial position peaked at $367K in Q2 2021.
368 funds tracked by Wall St. Rank held OneMain Financial as of Q4 2021.

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