Next Financial Group’s Ferrari RACE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$7K	Buy	27 +18	+200%	+$4.43K	﹤0.01%	2331
2021 Q3	$2K	Hold	9	–	–	﹤0.01%	2516
2021 Q2	$2K	Sell	9 -3	-25%	-$626	﹤0.01%	2443
2021 Q1	$3K	Sell	12 -2	-14%	-$409	﹤0.01%	2246
2020 Q4	$3K	Buy	14 +2	+17%	+$408	﹤0.01%	2127
2020 Q3	$3K	Buy	+12	New	+$2.23K	﹤0.01%	1985
2017 Q4	–	Sell	-10	Closed	-$1K	–	1128
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	1706
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	1855
2017 Q1	$1K	Sell	10 -953	-99%	-$61.9K	﹤0.01%	1819
2016 Q4	$56K	Hold	963	–	–	0.01%	917
2016 Q3	$50K	Buy	963 +422	+78%	+$19.7K	0.01%	939
2016 Q2	$22K	Buy	541 +531	+5,310%	+$22.5K	0.01%	937
2016 Q1	$0	Hold	10	–	–	﹤0.01%	1836
2015 Q4	$0	Buy	+10	New	+$496	﹤0.01%	1918

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

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

Next Financial Group increased its Ferrari (RACE) stake by 200% in Q4 2021, buying an estimated $4.43K and bringing the position to 27 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

Next Financial Group first reported a position in RACE in Q4 2015 and has held it in 14 quarters since. The position peaked at $56K in Q4 2016. 450 funds tracked by Wall St. Rank hold RACE as of Q4 2021.

Next Financial Group held 27 shares of Ferrari worth $7K as of Q4 2021.
Next Financial Group bought 18 Ferrari shares in Q4 2021, an estimated $4.43K.
Ferrari made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2331 holding.
Next Financial Group first reported a position in Ferrari in Q4 2015 and has held it in 14 quarters since.
Next Financial Group's Ferrari position peaked at $56K in Q4 2016.
450 funds tracked by Wall St. Rank held Ferrari as of Q4 2021.

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