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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $639M AUM 23.31% 1-Year Est. Return

Carroll Financial Associates's EXP Position: Q2 2021 in Review

Carroll Financial Associates sold out of Eagle Materials (EXP) in Q2 2021, closing a stake of 18 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in EXP in Q2 2019 and held it in 8 quarters. The position peaked at $2K in Q1 2021. 365 funds tracked by Wall St. Rank hold EXP as of Q2 2021.

Carroll Financial Associates reported no remaining Eagle Materials position as of Q2 2021 after selling out during the quarter.
Carroll Financial Associates sold 18 Eagle Materials shares in Q2 2021, an estimated $2K.
Carroll Financial Associates first reported a position in Eagle Materials in Q2 2019 and held it in 8 quarters.
Carroll Financial Associates's Eagle Materials position peaked at $2K in Q1 2021.
365 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.