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1834 Investment Advisors’s Carrier Global CARR Stock Holding History

1834 Investment Advisors’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
2022
Q3 		– Sell
-2,150
Closed -$77K – 235
2022
Q2 		$77K Hold
2,150
– – 0.01% 241
2022
Q1 		$99K Hold
2,150
– – 0.01% 217
2021
Q4 		$117K Hold
2,150
– – 0.01% 221
2021
Q3 		$111K Hold
2,150
– – 0.01% 223
2021
Q2 		$104K Hold
2,150
– – 0.01% 228
2021
Q1 		$91K Hold
2,150
– – 0.01% 240
2020
Q4 		$81K Hold
2,150
– – 0.01% 239
2020
Q3 		$66K Sell
2,150
-66
-3% -$1.87K 0.01% 251
2020
Q2 		$49K Buy
+2,216
New +$41.2K 0.01% 246

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

1834 Investment Advisors's CARR Position: Q3 2022 in Review

1834 Investment Advisors sold out of Carrier Global (CARR) in Q3 2022, closing a stake of 2,150 shares — an estimated $77K sold.

1834 Investment Advisors first reported a position in CARR in Q2 2020 and held it in 9 quarters. The position peaked at $117K in Q4 2021. 1,153 funds tracked by Wall St. Rank hold CARR as of Q3 2022.

  • 1834 Investment Advisors reported no remaining Carrier Global position as of Q3 2022 after selling out during the quarter.
  • 1834 Investment Advisors sold 2,150 Carrier Global shares in Q3 2022, an estimated $77K.
  • 1834 Investment Advisors first reported a position in Carrier Global in Q2 2020 and held it in 9 quarters.
  • 1834 Investment Advisors's Carrier Global position peaked at $117K in Q4 2021.
  • 1,153 funds tracked by Wall St. Rank held Carrier Global as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.