JIP
CARO

JBJ Investment Partners’s Carolina Financial Corp. CARO Stock Holding History

JBJ Investment Partners’s Portfolio CARO Stock Details CARO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-4,745
Closed -$205K – 65
2019
Q4 		$205K Buy
+4,745
New +$187K 0.06% 49
2019
Q2 		– Sell
-4,745
Closed -$164K – 201
2019
Q1 		$164K Buy
+4,745
New +$165K 0.06% 45

Other funds holding CARO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JBJ Investment Partners's CARO Position: Q1 2020 in Review

JBJ Investment Partners sold out of Carolina Financial Corp. (CARO) in Q1 2020, closing a stake of 4,745 shares — an estimated $205K sold.

JBJ Investment Partners first reported a position in CARO in Q1 2019 and held it in 2 quarters. The position peaked at $205K in Q4 2019. 128 funds tracked by Wall St. Rank hold CARO as of Q1 2020.

  • JBJ Investment Partners reported no remaining Carolina Financial Corp. position as of Q1 2020 after selling out during the quarter.
  • JBJ Investment Partners sold 4,745 Carolina Financial Corp. shares in Q1 2020, an estimated $205K.
  • JBJ Investment Partners first reported a position in Carolina Financial Corp. in Q1 2019 and held it in 2 quarters.
  • JBJ Investment Partners's Carolina Financial Corp. position peaked at $205K in Q4 2019.
  • 128 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q1 2020.

Based on JBJ Investment Partners's 13F filing for Q1 2020, filed 24 Apr 2020.