1776 Wealth’s Carrier Global CARR Stock Holding History

1776 Wealth’s Portfolio CARR Stock Details CARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,181	Closed	-$26K	–	140
2020 Q2	$26K	Buy	+1,181	New	+$21.9K	0.02%	232

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

1776 Wealth's CARR Position: Q3 2020 in Review

1776 Wealth sold out of Carrier Global (CARR) in Q3 2020, closing a stake of 1,181 shares — an estimated $26K sold.

1776 Wealth first reported a position in CARR in Q2 2020 and held it in 1 quarter. The position peaked at $26K in Q2 2020. 1,087 funds tracked by Wall St. Rank hold CARR as of Q3 2020.

1776 Wealth reported no remaining Carrier Global position as of Q3 2020 after selling out during the quarter.
1776 Wealth sold 1,181 Carrier Global shares in Q3 2020, an estimated $26K.
1776 Wealth first reported a position in Carrier Global in Q2 2020 and held it in 1 quarter.
1776 Wealth's Carrier Global position peaked at $26K in Q2 2020.
1,087 funds tracked by Wall St. Rank held Carrier Global as of Q3 2020.

Based on 1776 Wealth's 13F filing for Q3 2020, filed 12 Nov 2020.