CFA
HSII

Carroll Financial Associates’s Heidrick & Struggles HSII Stock Holding History

Carroll Financial Associates’s Portfolio HSII Stock Details HSII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-52
Closed -$2.37K – 1755
2021
Q3 		$2K Buy
+52
New +$2.19K ﹤0.01% 1558

Other funds holding HSII

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AFR
Applied Fundamental Research Cambridge, Massachusetts $75.8M AUM 19.46% 1-Year Est. Return

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

Carroll Financial Associates sold out of Heidrick & Struggles (HSII) in Q4 2021, closing a stake of 52 shares — an estimated $2.37K sold.

Carroll Financial Associates first reported a position in HSII in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 183 funds tracked by Wall St. Rank hold HSII as of Q4 2021.

  • Carroll Financial Associates reported no remaining Heidrick & Struggles position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 52 Heidrick & Struggles shares in Q4 2021, an estimated $2.37K.
  • Carroll Financial Associates first reported a position in Heidrick & Struggles in Q3 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Heidrick & Struggles position peaked at $2K in Q3 2021.
  • 183 funds tracked by Wall St. Rank held Heidrick & Struggles as of Q4 2021.

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