Carroll Financial Associates’s Leggett & Platt LEG Stock Holding History

Carroll Financial Associates’s Portfolio LEG Stock Details LEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$13K	Hold	339	–	–	﹤0.01%	1093
2021 Q3	$15K	Sell	339 -2,025	-86%	-$97.5K	﹤0.01%	1079
2021 Q2	$122K	Sell	2,364 -1,461	-38%	-$76K	0.01%	530
2021 Q1	$174K	Buy	+3,825	New	+$170K	0.01%	424
2020 Q4	–	Sell	-3	Closed	–	–	1591
2020 Q3	$0	Hold	3	–	–	﹤0.01%	1585
2020 Q2	$0	Hold	3	–	–	﹤0.01%	1605
2020 Q1	$0	Sell	3 -71	-96%	-$2.96K	﹤0.01%	1564
2019 Q4	$3K	Buy	74 +71	+2,367%	+$3.48K	﹤0.01%	1327
2019 Q3	$0	Hold	3	–	–	﹤0.01%	1620
2019 Q2	$0	Hold	3	–	–	﹤0.01%	1640
2019 Q1	$0	Buy	+3	New	+$126	﹤0.01%	1428
2018 Q1	–	Sell	-400	Closed	-$19K	–	1292
2017 Q4	$19K	Hold	400	–	–	﹤0.01%	673
2017 Q3	$19K	Sell	400 -350	-47%	-$16.9K	﹤0.01%	670
2017 Q2	$39K	Buy	750 +350	+88%	+$18.3K	﹤0.01%	543
2017 Q1	$20K	Hold	400	–	–	﹤0.01%	660
2016 Q4	$19K	Hold	400	–	–	﹤0.01%	647
2016 Q3	$18K	Hold	400	–	–	﹤0.01%	678
2016 Q2	$20K	Hold	400	–	–	﹤0.01%	621
2016 Q1	$19K	Hold	400	–	–	﹤0.01%	624
2015 Q4	$16K	Hold	400	–	–	﹤0.01%	638
2015 Q3	$17K	Hold	400	–	–	﹤0.01%	600
2015 Q2	$19K	Hold	400	–	–	﹤0.01%	573
2015 Q1	$18K	Buy	+400	New	+$17.8K	0.01%	439
2014 Q3	–	Sell	-400	Closed	-$14K	–	892
2014 Q2	$14K	Buy	+400	New	+$13.3K	﹤0.01%	536

Other funds holding LEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Carroll Financial Associates held its Leggett & Platt (LEG) position steady in Q4 2021 at 339 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Carroll Financial Associates first reported a position in LEG in Q2 2014 and has held it in 24 quarters since. The position peaked at $174K in Q1 2021. 478 funds tracked by Wall St. Rank hold LEG as of Q4 2021.

Carroll Financial Associates held 339 shares of Leggett & Platt worth $13K as of Q4 2021.
Carroll Financial Associates left its Leggett & Platt share count unchanged in Q4 2021.
Leggett & Platt made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1093 holding.
Carroll Financial Associates first reported a position in Leggett & Platt in Q2 2014 and has held it in 24 quarters since.
Carroll Financial Associates's Leggett & Platt position peaked at $174K in Q1 2021.
478 funds tracked by Wall St. Rank held Leggett & Platt as of Q4 2021.

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