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Carmichael Hill & Associates’s Clear Secure YOU Stock Holding History

Carmichael Hill & Associates’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-120
Closed -$2.29K – 821
2023
Q3 		$2.29K Hold
120
– – ﹤0.01% 692
2023
Q2 		$2.78K Hold
120
– – ﹤0.01% 679
2023
Q1 		$3.14K Hold
120
– – ﹤0.01% 669
2022
Q4 		$3.29K Hold
120
– – ﹤0.01% 656
2022
Q3 		$3K Buy
+120
New +$2.94K ﹤0.01% 734
2022
Q2 		– Sell
-120
Closed -$3K – 876
2022
Q1 		$3K Hold
120
– – ﹤0.01% 735
2021
Q4 		$4K Hold
120
– – ﹤0.01% 734
2021
Q3 		$5K Hold
120
– – ﹤0.01% 700
2021
Q2 		$5K Buy
+120
New +$4.8K ﹤0.01% 682

Other funds holding YOU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DAL
Delta Air Lines Atlanta, Georgia $378M AUM 12.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
GF
Greenhouse Funds Baltimore, Maryland $2.23B AUM 12.38% 1-Year Est. Return

Carmichael Hill & Associates's YOU Position: Q4 2023 in Review

Carmichael Hill & Associates sold out of Clear Secure (YOU) in Q4 2023, closing a stake of 120 shares — an estimated $2.29K sold.

Carmichael Hill & Associates first reported a position in YOU in Q2 2021 and held it in 9 quarters. The position peaked at $5K in Q3 2021. 210 funds tracked by Wall St. Rank hold YOU as of Q4 2023.

  • Carmichael Hill & Associates reported no remaining Clear Secure position as of Q4 2023 after selling out during the quarter.
  • Carmichael Hill & Associates sold 120 Clear Secure shares in Q4 2023, an estimated $2.29K.
  • Carmichael Hill & Associates first reported a position in Clear Secure in Q2 2021 and held it in 9 quarters.
  • Carmichael Hill & Associates's Clear Secure position peaked at $5K in Q3 2021.
  • 210 funds tracked by Wall St. Rank held Clear Secure as of Q4 2023.

Based on Carmichael Hill & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.