Next Financial Group’s Unisys UIS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$7K	Sell	345 -5,443	-94%	-$120K	﹤0.01%	2339
2021 Q3	$146K	Sell	5,788 -162	-3%	-$3.83K	0.01%	963
2021 Q2	$151K	Sell	5,950 -98	-2%	-$2.48K	0.01%	929
2021 Q1	$154K	Buy	6,048 +497	+9%	+$12.3K	0.01%	865
2020 Q4	$109K	Buy	+5,551	New	+$79.8K	0.01%	928
2020 Q1	–	Sell	-20	Closed	–	–	2412
2019 Q4	$0	Hold	20	–	–	﹤0.01%	2531
2019 Q3	$0	Hold	20	–	–	﹤0.01%	2431
2019 Q2	$0	Hold	20	–	–	﹤0.01%	2392
2019 Q1	$0	Sell	20 -160	-89%	-$2.06K	﹤0.01%	2105
2018 Q4	$2K	Buy	180 +160	+800%	+$2.52K	﹤0.01%	1770
2018 Q3	$0	Buy	+20	New	+$329	﹤0.01%	1521
2017 Q1	–	Sell	-43	Closed	-$1K	–	2278
2016 Q4	$1K	Hold	43	–	–	﹤0.01%	2321
2016 Q3	$0	Buy	+43	New	+$399	﹤0.01%	2436
2015 Q2	–	Sell	-200	Closed	-$4K	–	1965
2015 Q1	$4K	Hold	200	–	–	﹤0.01%	1563
2014 Q4	$6K	Sell	200 -43	-18%	-$1.08K	﹤0.01%	1445
2014 Q3	$6K	Buy	+243	New	+$5.59K	﹤0.01%	1995

Other funds holding UIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Next Financial Group reduced its Unisys (UIS) stake by 94% in Q4 2021, selling an estimated $120K and leaving 345 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #2339.

Next Financial Group first reported a position in UIS in Q3 2014 and has held it in 16 quarters since. The position peaked at $154K in Q1 2021. 177 funds tracked by Wall St. Rank hold UIS as of Q4 2021.

Next Financial Group held 345 shares of Unisys worth $7K as of Q4 2021.
Next Financial Group sold 5,443 Unisys shares in Q4 2021, an estimated $120K.
Unisys made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2339 holding.
Next Financial Group first reported a position in Unisys in Q3 2014 and has held it in 16 quarters since.
Next Financial Group's Unisys position peaked at $154K in Q1 2021.
177 funds tracked by Wall St. Rank held Unisys as of Q4 2021.

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