CFA
SJR

Carroll Financial Associates’s Shaw Communications Inc. SJR Stock Holding History

Carroll Financial Associates’s Portfolio SJR Stock Details SJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,992
Closed -$57K – 2005
2021
Q2 		$57K Buy
+1,992
New +$57.5K ﹤0.01% 777

Other funds holding SJR

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

Carroll Financial Associates's SJR Position: Q3 2021 in Review

Carroll Financial Associates sold out of Shaw Communications Inc. (SJR) in Q3 2021, closing a stake of 1,992 shares — an estimated $57K sold.

Carroll Financial Associates first reported a position in SJR in Q2 2021 and held it in 1 quarter. The position peaked at $57K in Q2 2021. 218 funds tracked by Wall St. Rank hold SJR as of Q3 2021.

  • Carroll Financial Associates reported no remaining Shaw Communications Inc. position as of Q3 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 1,992 Shaw Communications Inc. shares in Q3 2021, an estimated $57K.
  • Carroll Financial Associates first reported a position in Shaw Communications Inc. in Q2 2021 and held it in 1 quarter.
  • Carroll Financial Associates's Shaw Communications Inc. position peaked at $57K in Q2 2021.
  • 218 funds tracked by Wall St. Rank held Shaw Communications Inc. as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.