CFA
EGLE

Carroll Financial Associates’s Eagle Bulk Shipping Inc. EGLE Stock Holding History

Carroll Financial Associates’s Portfolio EGLE Stock Details EGLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-109
Closed -$5K – 2057
2021
Q3 		$5K Sell
109
-2,352
-96% -$107K ﹤0.01% 1394
2021
Q2 		$116K Buy
+2,461
New +$112K 0.01% 548

Other funds holding EGLE

OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

Carroll Financial Associates sold out of Eagle Bulk Shipping Inc. (EGLE) in Q4 2021, closing a stake of 109 shares — an estimated $5K sold.

Carroll Financial Associates first reported a position in EGLE in Q2 2021 and held it in 2 quarters. The position peaked at $116K in Q2 2021. 90 funds tracked by Wall St. Rank hold EGLE as of Q4 2021.

  • Carroll Financial Associates reported no remaining Eagle Bulk Shipping Inc. position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 109 Eagle Bulk Shipping Inc. shares in Q4 2021, an estimated $5K.
  • Carroll Financial Associates first reported a position in Eagle Bulk Shipping Inc. in Q2 2021 and held it in 2 quarters.
  • Carroll Financial Associates's Eagle Bulk Shipping Inc. position peaked at $116K in Q2 2021.
  • 90 funds tracked by Wall St. Rank held Eagle Bulk Shipping Inc. as of Q4 2021.

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