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Accel Wealth Management’s Carrier Global CARR Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-1,691
Closed -$77.4K – 262
2023
Q1 		$77.4K Buy
1,691
+2
+0.1% +$90 0.03% 381
2022
Q4 		$69.7K Sell
1,689
-414
-20% -$16.8K 0.03% 306
2022
Q3 		$81K Buy
2,103
+1
+0% +$39 0.04% 277
2022
Q2 		$76K Sell
2,102
-498
-19% -$19.5K 0.04% 272
2022
Q1 		$120K Sell
2,600
-22
-0.8% -$1.04K 0.06% 231
2021
Q4 		$142K Buy
2,622
+323
+14% +$17.4K 0.07% 210
2021
Q3 		$119K Sell
2,299
-393
-15% -$21.1K 0.08% 197
2021
Q2 		$131K Buy
2,692
+2
+0.1% +$89 0.09% 199
2021
Q1 		$114K Buy
2,690
+451
+20% +$17.5K 0.09% 195
2020
Q4 		$84K Buy
+2,239
New +$81K 0.08% 221

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Accel Wealth Management's CARR Position: Q2 2023 in Review

Accel Wealth Management sold out of Carrier Global (CARR) in Q2 2023, closing a stake of 1,691 shares — an estimated $77.4K sold.

Accel Wealth Management first reported a position in CARR in Q4 2020 and held it in 10 quarters. The position peaked at $142K in Q4 2021. 1,258 funds tracked by Wall St. Rank hold CARR as of Q2 2023.

  • Accel Wealth Management reported no remaining Carrier Global position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 1,691 Carrier Global shares in Q2 2023, an estimated $77.4K.
  • Accel Wealth Management first reported a position in Carrier Global in Q4 2020 and held it in 10 quarters.
  • Accel Wealth Management's Carrier Global position peaked at $142K in Q4 2021.
  • 1,258 funds tracked by Wall St. Rank held Carrier Global as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.