Next Financial Group’s POSCO PKX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$29K	Buy	501 +1	+0.2%	+$62	﹤0.01%	1735
2021 Q3	$34K	Hold	500	–	–	﹤0.01%	1584
2021 Q2	$38K	Sell	500 -500	-50%	-$39.6K	﹤0.01%	1500
2021 Q1	$72K	Buy	1,000 +943	+1,654%	+$60.1K	0.01%	1143
2020 Q4	$4K	Buy	+57	New	+$3.03K	﹤0.01%	2045
2020 Q2	–	Sell	-25	Closed	-$1K	–	1549
2020 Q1	$1K	Hold	25	–	–	﹤0.01%	2038
2019 Q4	$1K	Hold	25	–	–	﹤0.01%	2292
2019 Q3	$1K	Sell	25 -5	-17%	-$235	﹤0.01%	2248
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	2138
2019 Q1	$2K	Buy	+30	New	+$1.74K	﹤0.01%	1478
2016 Q2	–	Sell	-150	Closed	-$7K	–	1829
2016 Q1	$7K	Hold	150	–	–	﹤0.01%	1288
2015 Q4	$5K	Sell	150 -50	-25%	-$1.88K	﹤0.01%	1388
2015 Q3	$7K	Sell	200 -150	-43%	-$6.13K	﹤0.01%	1330
2015 Q2	$17K	Hold	350	–	–	0.01%	1065
2015 Q1	$19K	Hold	350	–	–	0.01%	1015
2014 Q4	$22K	Buy	350 +50	+17%	+$3.45K	0.01%	939
2014 Q3	$23K	Buy	+300	New	+$23.9K	﹤0.01%	1330

Other funds holding PKX

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Greenline Partners New York $930M AUM 29.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Next Financial Group increased its POSCO (PKX) stake by 0.2% in Q4 2021, buying an estimated $62 and bringing the position to 501 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1735.

Next Financial Group first reported a position in PKX in Q3 2014 and has held it in 17 quarters since. The position peaked at $72K in Q1 2021. 176 funds tracked by Wall St. Rank hold PKX as of Q4 2021.

Next Financial Group held 501 shares of POSCO worth $29K as of Q4 2021.
Next Financial Group bought 1 POSCO share in Q4 2021, an estimated $62.
POSCO made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1735 holding.
Next Financial Group first reported a position in POSCO in Q3 2014 and has held it in 17 quarters since.
Next Financial Group's POSCO position peaked at $72K in Q1 2021.
176 funds tracked by Wall St. Rank held POSCO as of Q4 2021.

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