Stifel Financial
CARO

Stifel Financial’s Carolina Financial Corp. CARO Stock Holding History

Stifel Financial’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
-10,000
Closed -$432K – 3192
2019
Q4 		$432K Buy
+10,000
New +$394K ﹤0.01% 2355
2019
Q1 		– Sell
-7,062
Closed -$209K – 2895
2018
Q4 		$209K Buy
+7,062
New +$235K ﹤0.01% 2442

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

Stifel Financial's CARO Position: Q1 2020 in Review

Stifel Financial sold out of Carolina Financial Corp. (CARO) in Q1 2020, closing a stake of 10,000 shares — an estimated $432K sold.

Stifel Financial first reported a position in CARO in Q4 2018 and held it in 2 quarters. The position peaked at $432K in Q4 2019. 128 funds tracked by Wall St. Rank hold CARO as of Q1 2020.

  • Stifel Financial reported no remaining Carolina Financial Corp. position as of Q1 2020 after selling out during the quarter.
  • Stifel Financial sold 10,000 Carolina Financial Corp. shares in Q1 2020, an estimated $432K.
  • Stifel Financial first reported a position in Carolina Financial Corp. in Q4 2018 and held it in 2 quarters.
  • Stifel Financial's Carolina Financial Corp. position peaked at $432K in Q4 2019.
  • 128 funds tracked by Wall St. Rank held Carolina Financial Corp. as of Q1 2020.

Based on Stifel Financial's 13F filing for Q1 2020, filed 14 May 2020.