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Carroll Financial Associates’s Cleveland-Cliffs CLF Stock Holding History

Carroll Financial Associates’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$16K Buy
820
+699
+578% +$15.1K ﹤0.01% 1029
2021
Q3 		$2K Buy
+121
New +$2.76K ﹤0.01% 1530

Other funds holding CLF

Vanguard Group
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BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carroll Financial Associates's CLF Position: Q4 2021 in Review

Carroll Financial Associates increased its Cleveland-Cliffs (CLF) stake by 578% in Q4 2021, buying an estimated $15.1K and bringing the position to 820 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.

Carroll Financial Associates first reported a position in CLF in Q3 2021 and has held it in 2 quarters since. 576 funds tracked by Wall St. Rank hold CLF as of Q4 2021.

  • Carroll Financial Associates held 820 shares of Cleveland-Cliffs worth $16K as of Q4 2021.
  • Carroll Financial Associates bought 699 Cleveland-Cliffs shares in Q4 2021, an estimated $15.1K.
  • Cleveland-Cliffs made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1029 holding.
  • Carroll Financial Associates first reported a position in Cleveland-Cliffs in Q3 2021 and has held it in 2 quarters since.
  • 576 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.