Next Financial Group’s Reliance Steel & Aluminium RS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$6K	Buy	33 +10	+43%	+$1.55K	﹤0.01%	2378
2021 Q3	$3K	Hold	23	–	–	﹤0.01%	2403
2021 Q2	$3K	Sell	23 -33	-59%	-$5.36K	﹤0.01%	2344
2021 Q1	$9K	Buy	+56	New	+$7.53K	﹤0.01%	1920
2020 Q1	–	Sell	-80	Closed	-$10K	–	2358
2019 Q4	$10K	Hold	80	–	–	﹤0.01%	1778
2019 Q3	$8K	Hold	80	–	–	﹤0.01%	1780
2019 Q2	$8K	Hold	80	–	–	﹤0.01%	1762
2019 Q1	$7K	Hold	80	–	–	﹤0.01%	1195
2018 Q4	$6K	Hold	80	–	–	﹤0.01%	1513
2018 Q3	$7K	Buy	+80	New	+$7.08K	﹤0.01%	1104
2017 Q4	–	Sell	-80	Closed	-$6K	–	1166
2017 Q3	$6K	Hold	80	–	–	﹤0.01%	1380
2017 Q2	$6K	Hold	80	–	–	﹤0.01%	1506
2017 Q1	$6K	Sell	80 -55	-41%	-$4.51K	﹤0.01%	1468
2016 Q4	$11K	Hold	135	–	–	﹤0.01%	1614
2016 Q3	$10K	Buy	135 +55	+69%	+$4.13K	﹤0.01%	1655
2016 Q2	$6K	Hold	80	–	–	﹤0.01%	1370
2016 Q1	$5K	Hold	80	–	–	﹤0.01%	1374
2015 Q4	$4K	Hold	80	–	–	﹤0.01%	1466
2015 Q3	$4K	Sell	80 -250	-76%	-$14.6K	﹤0.01%	1496
2015 Q2	$19K	Hold	330	–	–	0.01%	1022
2015 Q1	$20K	Hold	330	–	–	0.01%	998
2014 Q4	$20K	Sell	330 -5	-1%	-$317	0.01%	981
2014 Q3	$23K	Buy	+335	New	+$23.8K	﹤0.01%	1331

Other funds holding RS

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

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Next Financial Group increased its Reliance Steel & Aluminium (RS) stake by 43% in Q4 2021, buying an estimated $1.55K and bringing the position to 33 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

Next Financial Group first reported a position in RS in Q3 2014 and has held it in 23 quarters since. The position peaked at $23K in Q3 2014. 420 funds tracked by Wall St. Rank hold RS as of Q4 2021.

Next Financial Group held 33 shares of Reliance Steel & Aluminium worth $6K as of Q4 2021.
Next Financial Group bought 10 Reliance Steel & Aluminium shares in Q4 2021, an estimated $1.55K.
Reliance Steel & Aluminium made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2378 holding.
Next Financial Group first reported a position in Reliance Steel & Aluminium in Q3 2014 and has held it in 23 quarters since.
Next Financial Group's Reliance Steel & Aluminium position peaked at $23K in Q3 2014.
420 funds tracked by Wall St. Rank held Reliance Steel & Aluminium as of Q4 2021.

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