Carroll Financial Associates’s Logitech LOGI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-25	Closed	-$2K	–	1798
2021 Q3	$2K	Sell	25 -150	-86%	-$16.2K	﹤0.01%	1562
2021 Q2	$21K	Sell	175 -55	-24%	-$6.43K	﹤0.01%	1074
2021 Q1	$24K	Buy	+230	New	+$24.2K	﹤0.01%	966
2018 Q4	–	Sell	-10	Closed	–	–	1341
2018 Q3	$0	Hold	10	–	–	﹤0.01%	1329
2018 Q2	$0	Buy	+10	New	+$403	﹤0.01%	1293

Other funds holding LOGI

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Carroll Financial Associates sold out of Logitech (LOGI) in Q4 2021, closing a stake of 25 shares — an estimated $2K sold.

Carroll Financial Associates first reported a position in LOGI in Q2 2018 and held it in 5 quarters. The position peaked at $24K in Q1 2021. 291 funds tracked by Wall St. Rank hold LOGI as of Q4 2021.

Carroll Financial Associates reported no remaining Logitech position as of Q4 2021 after selling out during the quarter.
Carroll Financial Associates sold 25 Logitech shares in Q4 2021, an estimated $2K.
Carroll Financial Associates first reported a position in Logitech in Q2 2018 and held it in 5 quarters.
Carroll Financial Associates's Logitech position peaked at $24K in Q1 2021.
291 funds tracked by Wall St. Rank held Logitech as of Q4 2021.

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