CFA
VIVO

Carroll Financial Associates’s Meridian Bioscience Inc VIVO Stock Holding History

Carroll Financial Associates’s Portfolio VIVO Stock Details VIVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-60
Closed -$1K – 2027
2021
Q3 		$1K Buy
+60
New +$1.2K ﹤0.01% 1750
2020
Q4 		– Sell
-3
Closed – – 1724
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1750
2020
Q2 		$0 Hold
3
– – ﹤0.01% 1747
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1752
2019
Q4 		$0 Hold
3
– – ﹤0.01% 1749
2019
Q3 		$0 Hold
3
– – ﹤0.01% 1777
2019
Q2 		$0 Hold
3
– – ﹤0.01% 1763
2019
Q1 		$0 Buy
+3
New +$50 ﹤0.01% 1556

Other funds holding VIVO

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Vanguard Group
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EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VLKIM
Van Lanschot Kempen Investment Management Amsterdam, Netherlands $11.4B AUM 16.77% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

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

Carroll Financial Associates sold out of Meridian Bioscience Inc (VIVO) in Q4 2021, closing a stake of 60 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in VIVO in Q1 2019 and held it in 8 quarters. The position peaked at $1K in Q3 2021. 180 funds tracked by Wall St. Rank hold VIVO as of Q4 2021.

  • Carroll Financial Associates reported no remaining Meridian Bioscience Inc position as of Q4 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 60 Meridian Bioscience Inc shares in Q4 2021, an estimated $1K.
  • Carroll Financial Associates first reported a position in Meridian Bioscience Inc in Q1 2019 and held it in 8 quarters.
  • Carroll Financial Associates's Meridian Bioscience Inc position peaked at $1K in Q3 2021.
  • 180 funds tracked by Wall St. Rank held Meridian Bioscience Inc as of Q4 2021.

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