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Carroll Financial Associates’s LSI Industries LYTS Stock Holding History

Carroll Financial Associates’s Portfolio LYTS Stock Details LYTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-226
Closed – – 1609
2020
Q1 		$0 Sell
226
-114
-34% -$654 ﹤0.01% 1571
2019
Q4 		$2K Hold
340
– – ﹤0.01% 1381
2019
Q3 		$1K Hold
340
– – ﹤0.01% 1423
2019
Q2 		$1K Hold
340
– – ﹤0.01% 1475
2019
Q1 		$0 Hold
340
– – ﹤0.01% 1430
2018
Q4 		$1K Hold
340
– – ﹤0.01% 1235
2018
Q3 		$1K Buy
+340
New +$1.71K ﹤0.01% 1252

Other funds holding LYTS

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BlackRock
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KCM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Carroll Financial Associates's LYTS Position: Q2 2020 in Review

Carroll Financial Associates sold out of LSI Industries (LYTS) in Q2 2020, closing a stake of 226 shares.

Carroll Financial Associates first reported a position in LYTS in Q3 2018 and held it in 7 quarters. The position peaked at $2K in Q4 2019. 87 funds tracked by Wall St. Rank hold LYTS as of Q2 2020.

  • Carroll Financial Associates reported no remaining LSI Industries position as of Q2 2020 after selling out during the quarter.
  • Carroll Financial Associates sold 226 LSI Industries shares in Q2 2020.
  • Carroll Financial Associates first reported a position in LSI Industries in Q3 2018 and held it in 7 quarters.
  • Carroll Financial Associates's LSI Industries position peaked at $2K in Q4 2019.
  • 87 funds tracked by Wall St. Rank held LSI Industries as of Q2 2020.

Based on Carroll Financial Associates's 13F filing for Q2 2020, filed 9 Jul 2020.