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Next Financial Group’s Sea Limited SE Stock Holding History

Next Financial Group’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$274K Buy
1,227
+259
+27% +$77.3K 0.02% 769
2021
Q3 		$308K Buy
968
+794
+456% +$244K 0.02% 651
2021
Q2 		$48K Buy
174
+81
+87% +$20.6K ﹤0.01% 1397
2021
Q1 		$21K Buy
93
+47
+102% +$10.9K ﹤0.01% 1627
2020
Q4 		$9K Sell
46
-287
-86% -$51.1K ﹤0.01% 1821
2020
Q3 		$51K Buy
+333
New +$44.9K 0.01% 1104
2020
Q2 		– Sell
-1,020
Closed -$45K – 1664
2020
Q1 		$45K Buy
+1,020
New +$45.7K 0.01% 1021

Other funds holding SE

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Next Financial Group increased its Sea Limited (SE) stake by 27% in Q4 2021, buying an estimated $77.3K and bringing the position to 1,227 shares worth $274K. The position accounts for 0.02% of the portfolio, ranked #769.

Next Financial Group first reported a position in SE in Q1 2020 and has held it in 7 quarters since. The position peaked at $308K in Q3 2021. 815 funds tracked by Wall St. Rank hold SE as of Q4 2021.

  • Next Financial Group held 1,227 shares of Sea Limited worth $274K as of Q4 2021.
  • Next Financial Group bought 259 Sea Limited shares in Q4 2021, an estimated $77.3K.
  • Sea Limited made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #769 holding.
  • Next Financial Group first reported a position in Sea Limited in Q1 2020 and has held it in 7 quarters since.
  • Next Financial Group's Sea Limited position peaked at $308K in Q3 2021.
  • 815 funds tracked by Wall St. Rank held Sea Limited as of Q4 2021.

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