CFA
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Carroll Financial Associates’s Post Holdings POST Stock Holding History

Carroll Financial Associates’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-189
Closed -$13K – 1857
2021
Q3 		$13K Sell
189
-170
-47% -$12.1K ﹤0.01% 1122
2021
Q2 		$25K Sell
359
-1,383
-79% -$102K ﹤0.01% 1020
2021
Q1 		$120K Buy
+1,742
New +$114K 0.01% 517

Other funds holding POST

ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carroll Financial Associates sold out of Post Holdings (POST) in Q4 2021, closing a stake of 189 shares — an estimated $13K sold.

Carroll Financial Associates first reported a position in POST in Q1 2021 and held it in 3 quarters. The position peaked at $120K in Q1 2021. 328 funds tracked by Wall St. Rank hold POST as of Q4 2021.

  • Carroll Financial Associates reported no remaining Post Holdings position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 189 Post Holdings shares in Q4 2021, an estimated $13K.
  • Carroll Financial Associates first reported a position in Post Holdings in Q1 2021 and held it in 3 quarters.
  • Carroll Financial Associates's Post Holdings position peaked at $120K in Q1 2021.
  • 328 funds tracked by Wall St. Rank held Post Holdings as of Q4 2021.

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