CFA
LADR

Carroll Financial Associates’s Ladder Capital LADR Stock Holding History

Carroll Financial Associates’s Portfolio LADR Stock Details LADR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$7K Buy
+588
New +$6.97K ﹤0.01% 1260
2020
Q1 		– Sell
-588
Closed -$10K – 1563
2019
Q4 		$10K Hold
588
– – ﹤0.01% 1062
2019
Q3 		$10K Buy
+588
New +$9.95K ﹤0.01% 1006

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Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
KI
Koch Industries Wichita, Kansas $853M AUM 37.49% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OHA
Oak Hill Advisors New York $878M AUM 106.46% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carroll Financial Associates opened a new position in Ladder Capital (LADR) in Q4 2021: 588 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1260 among its holdings. This is a return to the name: Carroll Financial Associates previously reported a position in LADR as recently as Q4 2019.

Carroll Financial Associates first reported a position in LADR in Q3 2019 and has held it in 3 quarters since. The position peaked at $10K in Q4 2019. 168 funds tracked by Wall St. Rank hold LADR as of Q4 2021.

  • Carroll Financial Associates held 588 shares of Ladder Capital worth $7K as of Q4 2021.
  • Ladder Capital was a new Carroll Financial Associates position in Q4 2021.
  • Ladder Capital made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1260 holding.
  • Carroll Financial Associates first reported a position in Ladder Capital in Q3 2019 and has held it in 3 quarters since.
  • Carroll Financial Associates's Ladder Capital position peaked at $10K in Q4 2019.
  • 168 funds tracked by Wall St. Rank held Ladder Capital as of Q4 2021.

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