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Alera Investment Advisors’s Carrier Global CARR Stock Holding History

Alera 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
2024
Q3 		$632K Buy
7,857
+794
+11% +$55.3K 0.07% 116
2024
Q2 		$446K Buy
+7,063
New +$434K 0.05% 144

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Alera Investment Advisors's CARR Position: Q3 2024 in Review

Alera Investment Advisors increased its Carrier Global (CARR) stake by 11% in Q3 2024, buying an estimated $55.3K and bringing the position to 7,857 shares worth $632K. The position accounts for 0.07% of the portfolio, ranked #116.

Alera Investment Advisors first reported a position in CARR in Q2 2024 and has held it in 2 quarters since. 1,549 funds tracked by Wall St. Rank hold CARR as of Q3 2024.

  • Alera Investment Advisors held 7,857 shares of Carrier Global worth $632K as of Q3 2024.
  • Alera Investment Advisors bought 794 Carrier Global shares in Q3 2024, an estimated $55.3K.
  • Carrier Global made up 0.07% of Alera Investment Advisors's portfolio in Q3 2024, its #116 holding.
  • Alera Investment Advisors first reported a position in Carrier Global in Q2 2024 and has held it in 2 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Carrier Global as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.