ORG Partners’s Nelnet NNI Stock Holding History

ORG Partners’s Portfolio NNI Stock Details NNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-213	Closed	-$22.8K	–	1533
2024 Q4	$22.8K	Buy	213 +1	+0.5%	+$111	﹤0.01%	712
2024 Q3	$24.1K	Hold	212	–	–	﹤0.01%	641
2024 Q2	$21.4K	Buy	+212	New	+$21.1K	﹤0.01%	1052

Other funds holding NNI

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

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

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

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

GAI

General American Investors New York $1.52B AUM 37.94% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return

ORG Partners's NNI Position: Q1 2025 in Review

ORG Partners sold out of Nelnet (NNI) in Q1 2025, closing a stake of 213 shares — an estimated $22.8K sold.

ORG Partners first reported a position in NNI in Q2 2024 and held it in 3 quarters. The position peaked at $24.1K in Q3 2024. 178 funds tracked by Wall St. Rank hold NNI as of Q1 2025.

ORG Partners reported no remaining Nelnet position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 213 Nelnet shares in Q1 2025, an estimated $22.8K.
ORG Partners first reported a position in Nelnet in Q2 2024 and held it in 3 quarters.
ORG Partners's Nelnet position peaked at $24.1K in Q3 2024.
178 funds tracked by Wall St. Rank held Nelnet as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.