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Seizert Capital Partners’s Carter Bankshares CARE Stock Holding History

Seizert Capital Partners’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
Q1 		– Sell
-31,122
Closed -$516K – 180
2022
Q4 		$516K Hold
31,122
– – 0.03% 157
2022
Q3 		$501K Buy
+31,122
New +$486K 0.03% 154

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return
PU
Petiole USA New York $143M AUM 19.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return

Seizert Capital Partners's CARE Position: Q1 2023 in Review

Seizert Capital Partners sold out of Carter Bankshares (CARE) in Q1 2023, closing a stake of 31,122 shares — an estimated $516K sold.

Seizert Capital Partners first reported a position in CARE in Q3 2022 and held it in 2 quarters. The position peaked at $516K in Q4 2022. 90 funds tracked by Wall St. Rank hold CARE as of Q1 2023.

  • Seizert Capital Partners reported no remaining Carter Bankshares position as of Q1 2023 after selling out during the quarter.
  • Seizert Capital Partners sold 31,122 Carter Bankshares shares in Q1 2023, an estimated $516K.
  • Seizert Capital Partners first reported a position in Carter Bankshares in Q3 2022 and held it in 2 quarters.
  • Seizert Capital Partners's Carter Bankshares position peaked at $516K in Q4 2022.
  • 90 funds tracked by Wall St. Rank held Carter Bankshares as of Q1 2023.

Based on Seizert Capital Partners's 13F filing for Q1 2023, filed 9 May 2023.