Aperio Group’s Carolina Financial Corp. CARO Stock Holding History

Aperio Group’s Portfolio CARO Stock Details CARO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-850	Closed	-$30K	–	2976
2019 Q2	$30K	Buy	+850	New	+$30.3K	﹤0.01%	2627

Other funds holding CARO

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

Aperio Group's CARO Position: Q3 2019 in Review

Aperio Group sold out of Carolina Financial Corp. (CARO) in Q3 2019, closing a stake of 850 shares — an estimated $30K sold.

Aperio Group first reported a position in CARO in Q2 2019 and held it in 1 quarter. The position peaked at $30K in Q2 2019. 110 funds tracked by Wall St. Rank hold CARO as of Q3 2019.

Aperio Group reported no remaining Carolina Financial Corp. position as of Q3 2019 after selling out during the quarter.
Aperio Group sold 850 Carolina Financial Corp. shares in Q3 2019, an estimated $30K.
Aperio Group first reported a position in Carolina Financial Corp. in Q2 2019 and held it in 1 quarter.
Aperio Group's Carolina Financial Corp. position peaked at $30K in Q2 2019.
110 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q3 2019.

Based on Aperio Group's 13F filing for Q3 2019, filed 6 Nov 2019.