Next Financial Group’s Teradata TDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$15K	Buy	369 +161	+77%	+$7.95K	﹤0.01%	2015
2021 Q3	$12K	Sell	208 -3	-1%	-$155	﹤0.01%	1989
2021 Q2	$11K	Sell	211 -138	-40%	-$6.28K	﹤0.01%	1967
2021 Q1	$13K	Buy	+349	New	+$12.7K	﹤0.01%	1807
2017 Q1	–	Sell	-646	Closed	-$18K	–	2257
2016 Q4	$18K	Hold	646	–	–	﹤0.01%	1417
2016 Q3	$20K	Buy	+646	New	+$19.2K	﹤0.01%	1368
2016 Q1	–	Sell	-100	Closed	-$2K	–	1855
2015 Q4	$2K	Sell	100 -39	-28%	-$1.1K	﹤0.01%	1619
2015 Q3	$4K	Hold	139	–	–	﹤0.01%	1502
2015 Q2	$5K	Hold	139	–	–	﹤0.01%	1493
2015 Q1	$6K	Sell	139 -50	-26%	-$2.19K	﹤0.01%	1441
2014 Q4	$8K	Sell	189 -1,040	-85%	-$44.5K	﹤0.01%	1341
2014 Q3	$52K	Buy	+1,229	New	+$52.9K	0.01%	929

Other funds holding TDC

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LLL

Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Next Financial Group increased its Teradata (TDC) stake by 77% in Q4 2021, buying an estimated $7.95K and bringing the position to 369 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2015.

Next Financial Group first reported a position in TDC in Q3 2014 and has held it in 12 quarters since. The position peaked at $52K in Q3 2014. 368 funds tracked by Wall St. Rank hold TDC as of Q4 2021.

Next Financial Group held 369 shares of Teradata worth $15K as of Q4 2021.
Next Financial Group bought 161 Teradata shares in Q4 2021, an estimated $7.95K.
Teradata made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2015 holding.
Next Financial Group first reported a position in Teradata in Q3 2014 and has held it in 12 quarters since.
Next Financial Group's Teradata position peaked at $52K in Q3 2014.
368 funds tracked by Wall St. Rank held Teradata as of Q4 2021.

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