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Allen Mooney & Barnes Investment Advisors’s Carrier Global CARR Stock Holding History

Allen Mooney & Barnes 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
Q4 		– Sell
-2,709
Closed -$218K – 151
2024
Q3 		$218K Buy
+2,709
New +$189K 0.04% 143

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 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's CARR Position: Q4 2024 in Review

Allen Mooney & Barnes Investment Advisors sold out of Carrier Global (CARR) in Q4 2024, closing a stake of 2,709 shares — an estimated $218K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in CARR in Q3 2024 and held it in 1 quarter. The position peaked at $218K in Q3 2024. 1,557 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

  • Allen Mooney & Barnes Investment Advisors reported no remaining Carrier Global position as of Q4 2024 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 2,709 Carrier Global shares in Q4 2024, an estimated $218K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Carrier Global in Q3 2024 and held it in 1 quarter.
  • Allen Mooney & Barnes Investment Advisors's Carrier Global position peaked at $218K in Q3 2024.
  • 1,557 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.