CHA
META icon

Carmichael Hill & Associates’s Meta Platforms (Facebook) META Stock Holding History

Carmichael Hill & Associates’s Portfolio META Stock Details META Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Hold
0
– – – 152
2024
Q2 		– Hold
0
– – – 175
2024
Q1 		– Hold
0
– – – 215
2023
Q4 		– Hold
0
– – – 116
2023
Q3 		– Hold
0
– – – 124
2023
Q2 		– Hold
0
– – – 130
2023
Q1 		– Hold
0
– – – 149
2022
Q4 		– Hold
0
– – – 212
2022
Q3 		– Hold
0
– – – 195
2022
Q2 		– Sell
-1,100
Closed -$212K – 159
2022
Q1 		$243K Sell
1,100
-200
-15% -$50K 0.11% 150
2021
Q4 		$438K Hold
1,300
– – 0.2% 113
2021
Q3 		$442K Buy
1,300
+500
+63% +$180K 0.22% 96
2021
Q2 		$279K Buy
800
+200
+33% +$64.2K 0.14% 130
2021
Q1 		$177K Buy
600
+200
+50% +$53.9K 0.1% 168
2020
Q4 		$109K Hold
400
– – 0.06% 215
2020
Q3 		$105K Hold
400
– – 0.07% 206
2020
Q2 		$91K Hold
400
– – 0.07% 206
2020
Q1 		$67K Hold
400
– – 0.06% 222
2019
Q4 		$82K Buy
+400
New +$77.5K 0.06% 220

Other funds holding META

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carmichael Hill & Associates's META Position: Q3 2024 in Review

Carmichael Hill & Associates reduced its Meta Platforms (Facebook) (META) stake by 12% in Q3 2024, selling an estimated $189K and leaving 2,586 shares worth $1.48M. The position accounts for 0.52% of the portfolio, ranked #43.

Carmichael Hill & Associates first reported a position in META in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.49M in Q2 2024. 4,195 funds tracked by Wall St. Rank hold META as of Q3 2024.

  • Carmichael Hill & Associates held 2,586 shares of Meta Platforms (Facebook) worth $1.48M as of Q3 2024.
  • Carmichael Hill & Associates sold 368 Meta Platforms (Facebook) shares in Q3 2024, an estimated $189K.
  • Meta Platforms (Facebook) made up 0.52% of Carmichael Hill & Associates's portfolio in Q3 2024, its #43 holding.
  • Carmichael Hill & Associates first reported a position in Meta Platforms (Facebook) in Q4 2017 and has held it in 28 quarters since.
  • Carmichael Hill & Associates's Meta Platforms (Facebook) position peaked at $1.49M in Q2 2024.
  • 4,195 funds tracked by Wall St. Rank held Meta Platforms (Facebook) as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.