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Next Financial Group’s Sprouts Farmers Market SFM Stock Holding History

Next Financial Group’s Portfolio SFM Stock Details SFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$77K Hold
2,603
– – 0.01% 1296
2021
Q3 		$60K Buy
2,603
+2,285
+719% +$55.6K ﹤0.01% 1336
2021
Q2 		$8K Sell
318
-1,484
-82% -$39.6K ﹤0.01% 2073
2021
Q1 		$48K Sell
1,802
-1,765
-49% -$40.1K ﹤0.01% 1298
2020
Q4 		$71K Buy
3,567
+3,253
+1,036% +$66.6K 0.01% 1085
2020
Q3 		$7K Buy
+314
New +$7.52K ﹤0.01% 1744
2017
Q1 		– Sell
-100
Closed -$2K – 2229
2016
Q4 		$2K Hold
100
– – ﹤0.01% 2192
2016
Q3 		$2K Sell
100
-26
-21% -$577 ﹤0.01% 2182
2016
Q2 		$2K Buy
+126
New +$3.22K ﹤0.01% 1607
2014
Q4 		– Sell
-157
Closed -$5K – 2302
2014
Q3 		$5K Buy
+157
New +$4.85K ﹤0.01% 2066

Other funds holding SFM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Next Financial Group held its Sprouts Farmers Market (SFM) position steady in Q4 2021 at 2,603 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #1296.

Next Financial Group first reported a position in SFM in Q3 2014 and has held it in 10 quarters since. 341 funds tracked by Wall St. Rank hold SFM as of Q4 2021.

  • Next Financial Group held 2,603 shares of Sprouts Farmers Market worth $77K as of Q4 2021.
  • Next Financial Group left its Sprouts Farmers Market share count unchanged in Q4 2021.
  • Sprouts Farmers Market made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1296 holding.
  • Next Financial Group first reported a position in Sprouts Farmers Market in Q3 2014 and has held it in 10 quarters since.
  • 341 funds tracked by Wall St. Rank held Sprouts Farmers Market as of Q4 2021.

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