NFG
SMED

Next Financial Group’s Sharps Compliance Corp SMED Stock Holding History

Next Financial Group’s Portfolio SMED Stock Details SMED Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,000
Closed -$9K – 2669
2020
Q4 		$9K Sell
1,000
-4,666
-82% -$35.7K ﹤0.01% 1829
2020
Q3 		$36K Buy
+5,666
New +$41.2K ﹤0.01% 1204

Other funds holding SMED

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
MAG
Millrace Asset Group Berwyn, Pennsylvania $98.4M AUM 63.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Next Financial Group's SMED Position: Q1 2021 in Review

Next Financial Group sold out of Sharps Compliance Corp (SMED) in Q1 2021, closing a stake of 1,000 shares — an estimated $9K sold.

Next Financial Group first reported a position in SMED in Q3 2020 and held it in 2 quarters. The position peaked at $36K in Q3 2020. 72 funds tracked by Wall St. Rank hold SMED as of Q1 2021.

  • Next Financial Group reported no remaining Sharps Compliance Corp position as of Q1 2021 after selling out during the quarter.
  • Next Financial Group sold 1,000 Sharps Compliance Corp shares in Q1 2021, an estimated $9K.
  • Next Financial Group first reported a position in Sharps Compliance Corp in Q3 2020 and held it in 2 quarters.
  • Next Financial Group's Sharps Compliance Corp position peaked at $36K in Q3 2020.
  • 72 funds tracked by Wall St. Rank held Sharps Compliance Corp as of Q1 2021.

Based on Next Financial Group's 13F filing for Q1 2021, filed 16 Apr 2021.