Carmel Capital Partners’s Flex FLEX Stock Holding History

Carmel Capital Partners’s Portfolio FLEX Stock Details FLEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-253	Closed	-$5.15K	–	336
2023 Q3	$5.15K	Buy	+253	New	+$5.13K	﹤0.01%	542

Other funds holding FLEX

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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

SHCM

Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return

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

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

Carmel Capital Partners's FLEX Position: Q4 2023 in Review

Carmel Capital Partners sold out of Flex (FLEX) in Q4 2023, closing a stake of 253 shares — an estimated $5.15K sold.

Carmel Capital Partners first reported a position in FLEX in Q3 2023 and held it in 1 quarter. The position peaked at $5.15K in Q3 2023. 476 funds tracked by Wall St. Rank hold FLEX as of Q4 2023.

Carmel Capital Partners reported no remaining Flex position as of Q4 2023 after selling out during the quarter.
Carmel Capital Partners sold 253 Flex shares in Q4 2023, an estimated $5.15K.
Carmel Capital Partners first reported a position in Flex in Q3 2023 and held it in 1 quarter.
Carmel Capital Partners's Flex position peaked at $5.15K in Q3 2023.
476 funds tracked by Wall St. Rank held Flex as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.