Carroll Financial Associates’s Eagle Materials EXP Stock Holding History

Carroll Financial Associates’s Portfolio EXP Stock Details EXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-18	Closed	-$2K	–	1728
2021 Q1	$2K	Hold	18	–	–	﹤0.01%	1496
2020 Q4	$1K	Hold	18	–	–	﹤0.01%	1450
2020 Q3	$1K	Hold	18	–	–	﹤0.01%	1408
2020 Q2	$1K	Hold	18	–	–	﹤0.01%	1420
2020 Q1	$1K	Hold	18	–	–	﹤0.01%	1358
2019 Q4	$1K	Hold	18	–	–	﹤0.01%	1437
2019 Q3	$1K	Hold	18	–	–	﹤0.01%	1405
2019 Q2	$1K	Buy	+18	New	+$1.59K	﹤0.01%	1455

Other funds holding EXP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return