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Carroll Financial Associates’s Employers Holdings EIG Stock Holding History

Carroll Financial Associates’s Portfolio EIG Stock Details EIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-52
Closed -$2K – 1691
2021
Q3 		$2K Buy
+52
New +$2.12K ﹤0.01% 1544

Other funds holding EIG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Carroll Financial Associates sold out of Employers Holdings (EIG) in Q4 2021, closing a stake of 52 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in EIG in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 161 funds tracked by Wall St. Rank hold EIG as of Q4 2021.

  • Carroll Financial Associates reported no remaining Employers Holdings position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 52 Employers Holdings shares in Q4 2021, an estimated $2K.
  • Carroll Financial Associates first reported a position in Employers Holdings in Q3 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Employers Holdings position peaked at $2K in Q3 2021.
  • 161 funds tracked by Wall St. Rank held Employers Holdings as of Q4 2021.

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