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Carroll Financial Associates’s Haemonetics HAE Stock Holding History

Carroll Financial Associates’s Portfolio HAE Stock Details HAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-19
Closed -$2K – 1747
2021
Q1 		$2K Buy
19
+3
+19% +$371 ﹤0.01% 1504
2020
Q4 		$1K Hold
16
– – ﹤0.01% 1455
2020
Q3 		$1K Buy
+16
New +$1.4K ﹤0.01% 1413
2018
Q4 		– Sell
-92
Closed -$10K – 1321
2018
Q3 		$10K Sell
92
-15
-14% -$1.55K ﹤0.01% 888
2018
Q2 		$9K Hold
107
– – ﹤0.01% 876
2018
Q1 		$7K Buy
107
+82
+328% +$5.63K ﹤0.01% 922
2017
Q4 		$1K Hold
25
– – ﹤0.01% 1171
2017
Q3 		$1K Hold
25
– – ﹤0.01% 1142
2017
Q2 		$0 Buy
+25
New +$1.03K ﹤0.01% 1202

Other funds holding HAE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
LCP
LGT Capital Partners Pfaeffikon, Switzerland $1.88B AUM 20.37% 1-Year Est. Return

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

Carroll Financial Associates sold out of Haemonetics (HAE) in Q2 2021, closing a stake of 19 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in HAE in Q2 2017 and held it in 9 quarters. The position peaked at $10K in Q3 2018. 258 funds tracked by Wall St. Rank hold HAE as of Q2 2021.

  • Carroll Financial Associates reported no remaining Haemonetics position as of Q2 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 19 Haemonetics shares in Q2 2021, an estimated $2K.
  • Carroll Financial Associates first reported a position in Haemonetics in Q2 2017 and held it in 9 quarters.
  • Carroll Financial Associates's Haemonetics position peaked at $10K in Q3 2018.
  • 258 funds tracked by Wall St. Rank held Haemonetics as of Q2 2021.

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