Next Financial Group’s Silicon Motion SIMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$17K	Buy	175 +49	+39%	+$3.69K	﹤0.01%	1967
2021 Q3	$8K	Sell	126 -47	-27%	-$3.32K	﹤0.01%	2105
2021 Q2	$11K	Buy	173 +80	+86%	+$5.26K	﹤0.01%	1966
2021 Q1	$6K	Hold	93	–	–	﹤0.01%	2050
2020 Q4	$4K	Buy	+93	New	+$3.8K	﹤0.01%	2051
2017 Q4	–	Sell	-200	Closed	-$10K	–	1219
2017 Q3	$10K	Hold	200	–	–	﹤0.01%	1223
2017 Q2	$10K	Hold	200	–	–	﹤0.01%	1321
2017 Q1	$10K	Hold	200	–	–	﹤0.01%	1290
2016 Q4	$8K	Hold	200	–	–	﹤0.01%	1763
2016 Q3	$10K	Hold	200	–	–	﹤0.01%	1657
2016 Q2	$9K	Hold	200	–	–	﹤0.01%	1239
2016 Q1	$7K	Sell	200 -50	-20%	-$1.61K	﹤0.01%	1295
2015 Q4	$7K	Hold	250	–	–	﹤0.01%	1304
2015 Q3	$6K	Sell	250 -300	-55%	-$8.03K	﹤0.01%	1378
2015 Q2	$19K	Sell	550 -50	-8%	-$1.63K	0.01%	1024
2015 Q1	$16K	Hold	600	–	–	0.01%	1086
2014 Q4	$14K	Hold	600	–	–	﹤0.01%	1124
2014 Q3	$16K	Sell	600 -100	-14%	-$2.51K	﹤0.01%	1537
2014 Q2	$18K	Buy	+700	New	+$11.9K	0.01%	634

Other funds holding SIMO

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

YCM

Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Next Financial Group increased its Silicon Motion (SIMO) stake by 39% in Q4 2021, buying an estimated $3.69K and bringing the position to 175 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Next Financial Group first reported a position in SIMO in Q2 2014 and has held it in 19 quarters since. The position peaked at $19K in Q2 2015. 226 funds tracked by Wall St. Rank hold SIMO as of Q4 2021.

Next Financial Group held 175 shares of Silicon Motion worth $17K as of Q4 2021.
Next Financial Group bought 49 Silicon Motion shares in Q4 2021, an estimated $3.69K.
Silicon Motion made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1967 holding.
Next Financial Group first reported a position in Silicon Motion in Q2 2014 and has held it in 19 quarters since.
Next Financial Group's Silicon Motion position peaked at $19K in Q2 2015.
226 funds tracked by Wall St. Rank held Silicon Motion as of Q4 2021.

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