Carson Wealth (CWM LLC)’s HILL-ROM HOLDINGS, INC. HRC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HRC Stock Details HRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$3K	Hold	30	–	–	﹤0.01%	2599
2021 Q1	$3K	Hold	30	–	–	﹤0.01%	2597
2020 Q4	$3K	Hold	30	–	–	﹤0.01%	2596
2020 Q3	$3K	Hold	30	–	–	﹤0.01%	2595
2020 Q2	$3K	Hold	30	–	–	﹤0.01%	2593
2020 Q1	$3K	Hold	30	–	–	﹤0.01%	2591
2019 Q4	$3K	Hold	30	–	–	﹤0.01%	2590
2019 Q3	$3K	Hold	30	–	–	﹤0.01%	2590
2019 Q2	$3K	Hold	30	–	–	﹤0.01%	2590
2019 Q1	$3K	Sell	30 -40	-57%	-$4.03K	﹤0.01%	2589
2018 Q4	$6K	Buy	70 +18	+35%	+$1.64K	﹤0.01%	1501
2018 Q3	$5K	Buy	52 +39	+300%	+$3.66K	﹤0.01%	1365
2018 Q2	$1K	Hold	13	–	–	﹤0.01%	1645
2018 Q1	$1K	Hold	13	–	–	﹤0.01%	1360
2017 Q4	$1K	Hold	13	–	–	﹤0.01%	1419
2017 Q3	$1K	Hold	13	–	–	﹤0.01%	1432
2017 Q2	$1K	Hold	13	–	–	﹤0.01%	1159
2017 Q1	$1K	Buy	+13	New	+$828	﹤0.01%	1126

Other funds holding HRC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HRC Position: Q2 2021 in Review

Carson Wealth (CWM LLC) held its HILL-ROM HOLDINGS, INC. (HRC) position steady in Q2 2021 at 30 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #2599.

Carson Wealth (CWM LLC) first reported a position in HRC in Q1 2017 and has held it in 18 quarters since. The position peaked at $6K in Q4 2018. 374 funds tracked by Wall St. Rank hold HRC as of Q2 2021.

Carson Wealth (CWM LLC) held 30 shares of HILL-ROM HOLDINGS, INC. worth $3K as of Q2 2021.
Carson Wealth (CWM LLC) left its HILL-ROM HOLDINGS, INC. share count unchanged in Q2 2021.
HILL-ROM HOLDINGS, INC. made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q2 2021, its #2599 holding.
Carson Wealth (CWM LLC) first reported a position in HILL-ROM HOLDINGS, INC. in Q1 2017 and has held it in 18 quarters since.
Carson Wealth (CWM LLC)'s HILL-ROM HOLDINGS, INC. position peaked at $6K in Q4 2018.
374 funds tracked by Wall St. Rank held HILL-ROM HOLDINGS, INC. as of Q2 2021.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2021, filed 29 Jul 2021.