Schroder Investment Management Group
CARE icon

Schroder Investment Management Group’s Carter Bankshares CARE Stock Holding History

Schroder Investment Management Group’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
2021
Q1 		– Sell
-1,900
Closed -$20K – 1523
2020
Q4 		$20K Buy
+1,900
New +$16.2K ﹤0.01% 1422

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HPCM
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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCM
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCM
BHZ Capital Management San Jose, California $88M AUM 9.79% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Schroder Investment Management Group's CARE Position: Q1 2021 in Review

Schroder Investment Management Group sold out of Carter Bankshares (CARE) in Q1 2021, closing a stake of 1,900 shares — an estimated $20K sold.

Schroder Investment Management Group first reported a position in CARE in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 76 funds tracked by Wall St. Rank hold CARE as of Q1 2021.

  • Schroder Investment Management Group reported no remaining Carter Bankshares position as of Q1 2021 after selling out during the quarter.
  • Schroder Investment Management Group sold 1,900 Carter Bankshares shares in Q1 2021, an estimated $20K.
  • Schroder Investment Management Group first reported a position in Carter Bankshares in Q4 2020 and held it in 1 quarter.
  • Schroder Investment Management Group's Carter Bankshares position peaked at $20K in Q4 2020.
  • 76 funds tracked by Wall St. Rank held Carter Bankshares as of Q1 2021.

Based on Schroder Investment Management Group's 13F filing for Q1 2021, filed 17 May 2021.