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EA Series Trust’s Carter Bankshares CARE Stock Holding History

EA Series Trust’s Portfolio CARE Stock Details CARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$897K Buy
+60,633
New +$857K 0.03% 636

Other funds holding CARE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

EA Series Trust's CARE Position: Q2 2023 in Review

EA Series Trust opened a new position in Carter Bankshares (CARE) in Q2 2023: 60,633 shares worth $897K. The stake represents 0.03% of the portfolio and ranks #636 among its holdings.

100 funds tracked by Wall St. Rank hold CARE as of Q2 2023.

  • EA Series Trust held 60,633 shares of Carter Bankshares worth $897K as of Q2 2023.
  • Carter Bankshares was a new EA Series Trust position in Q2 2023.
  • Carter Bankshares made up 0.03% of EA Series Trust's portfolio in Q2 2023, its #636 holding.
  • 100 funds tracked by Wall St. Rank held Carter Bankshares as of Q2 2023.

Based on EA Series Trust's 13F filing for Q2 2023, filed 27 Jul 2023.