Next Financial Group’s R1 RCM Inc. Common Stock RCM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$39K	Sell	1,527 -4,167	-73%	-$99.9K	﹤0.01%	1588
2021 Q3	$125K	Hold	5,694	–	–	0.01%	1024
2021 Q2	$127K	Buy	5,694 +138	+2%	+$3.33K	0.01%	1013
2021 Q1	$137K	Sell	5,556 -154	-3%	-$4.07K	0.01%	902
2020 Q4	$137K	Sell	5,710 -850	-13%	-$16.9K	0.01%	857
2020 Q3	$113K	Buy	+6,560	New	+$95.8K	0.01%	814
2020 Q2	–	Sell	-7,720	Closed	-$70K	–	1953
2020 Q1	$70K	Buy	7,720 +905	+13%	+$10.9K	0.01%	877
2019 Q4	$88K	Buy	+6,815	New	+$77.8K	0.01%	995

Other funds holding RCM

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Next Financial Group reduced its R1 RCM Inc. Common Stock (RCM) stake by 73% in Q4 2021, selling an estimated $99.9K and leaving 1,527 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Next Financial Group first reported a position in RCM in Q4 2019 and has held it in 8 quarters since. The position peaked at $137K in Q1 2021. 220 funds tracked by Wall St. Rank hold RCM as of Q4 2021.

Next Financial Group held 1,527 shares of R1 RCM Inc. Common Stock worth $39K as of Q4 2021.
Next Financial Group sold 4,167 R1 RCM Inc. Common Stock shares in Q4 2021, an estimated $99.9K.
R1 RCM Inc. Common Stock made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1588 holding.
Next Financial Group first reported a position in R1 RCM Inc. Common Stock in Q4 2019 and has held it in 8 quarters since.
Next Financial Group's R1 RCM Inc. Common Stock position peaked at $137K in Q1 2021.
220 funds tracked by Wall St. Rank held R1 RCM Inc. Common Stock as of Q4 2021.

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