Carroll Financial Associates’s Illinois Tool Works ITW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$898K Sell
3,685
-19
-0.5% -$4.42K 0.05% 189
2021
Q3
$765K Buy
3,704
+128
+4% +$28.9K 0.04% 213
2021
Q2
$799K Buy
3,576
+27
+0.8% +$6.18K 0.05% 199
2021
Q1
$786K Buy
3,549
+3
+0.1% +$623 0.05% 196
2020
Q4
$723K Sell
3,546
-33
-0.9% -$6.74K 0.05% 192
2020
Q3
$691K Buy
3,579
+56
+2% +$10.6K 0.05% 184
2020
Q2
$616K Sell
3,523
-15
-0.4% -$2.45K 0.05% 191
2020
Q1
$502K Sell
3,538
-30
-0.8% -$5.1K 0.05% 197
2019
Q4
$641K Buy
3,568
+35
+1% +$5.93K 0.05% 193
2019
Q3
$552K Buy
3,533
+201
+6% +$30.5K 0.05% 202
2019
Q2
$502K Buy
3,332
+282
+9% +$42.6K 0.04% 211
2019
Q1
$437K Buy
3,050
+211
+7% +$29.2K 0.04% 213
2018
Q4
$361K Sell
2,839
-27
-0.9% -$3.56K 0.04% 196
2018
Q3
$404K Buy
2,866
+12
+0.4% +$1.69K 0.04% 198
2018
Q2
$395K Sell
2,854
-26
-0.9% -$3.85K 0.04% 196
2018
Q1
$451K Buy
2,880
+72
+3% +$12K 0.05% 175
2017
Q4
$468K Sell
2,808
-7
-0.2% -$1.12K 0.05% 169
2017
Q3
$426K Buy
2,815
+33
+1% +$4.69K 0.05% 172
2017
Q2
$398K Buy
2,782
+155
+6% +$21.6K 0.05% 188
2017
Q1
$347K Hold
2,627
0.04% 192
2016
Q4
$321K Sell
2,627
-74
-3% -$8.94K 0.05% 187
2016
Q3
$323K Hold
2,701
0.05% 183
2016
Q2
$281K Sell
2,701
-83
-3% -$8.69K 0.05% 192
2016
Q1
$285K Buy
2,784
+10
+0.4% +$926 0.05% 181
2015
Q4
$257K Buy
2,774
+1,617
+140% +$147K 0.05% 177
2015
Q3
$98K Buy
1,157
+7
+0.6% +$612 0.02% 282
2015
Q2
$106K Buy
1,150
+316
+38% +$30.1K 0.02% 256
2015
Q1
$81K Buy
834
+34
+4% +$3.28K 0.04% 218
2014
Q4
$77K Buy
800
+305
+62% +$27.8K 0.05% 190
2014
Q3
$46K Sell
495
-125
-20% -$10.8K 0.01% 318
2014
Q2
$54K Buy
620
+260
+72% +$22.3K 0.02% 314
2014
Q1
$29K Buy
360
+60
+20% +$4.85K 0.01% 361
2013
Q4
$25K Hold
300
0.01% 389
2013
Q3
$22K Buy
300
+70
+30% +$5.12K 0.01% 406
2013
Q2
$15K Buy
+230
New +$15.4K 0.01% 363

Other funds holding ITW

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

Carroll Financial Associates reduced its Illinois Tool Works (ITW) stake by 0.51% in Q4 2021, selling an estimated $4.42K and leaving 3,685 shares worth $898K. The position accounts for 0.05% of the portfolio, ranked #189.

Carroll Financial Associates first reported a position in ITW in Q2 2013 and has held it in 35 quarters since. 1,590 funds tracked by Wall St. Rank hold ITW as of Q4 2021.

  • Carroll Financial Associates held 3,685 shares of Illinois Tool Works worth $898K as of Q4 2021.
  • Carroll Financial Associates sold 19 Illinois Tool Works shares in Q4 2021, an estimated $4.42K.
  • Illinois Tool Works made up 0.05% of Carroll Financial Associates's portfolio in Q4 2021, its #189 holding.
  • Carroll Financial Associates first reported a position in Illinois Tool Works in Q2 2013 and has held it in 35 quarters since.
  • 1,590 funds tracked by Wall St. Rank held Illinois Tool Works as of Q4 2021.

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