AIP
CARR icon

Almanack Investment Partners’s Carrier Global CARR Stock Holding History

Almanack Investment Partners’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
Q4 		– Sell
-1,570
Closed -$56K – 332
2022
Q3 		$56K Buy
+1,570
New +$61.8K 0.01% 248

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Almanack Investment Partners's CARR Position: Q4 2022 in Review

Almanack Investment Partners sold out of Carrier Global (CARR) in Q4 2022, closing a stake of 1,570 shares — an estimated $56K sold.

Almanack Investment Partners first reported a position in CARR in Q3 2022 and held it in 1 quarter. The position peaked at $56K in Q3 2022. 1,217 funds tracked by Wall St. Rank hold CARR as of Q4 2022.

  • Almanack Investment Partners reported no remaining Carrier Global position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 1,570 Carrier Global shares in Q4 2022, an estimated $56K.
  • Almanack Investment Partners first reported a position in Carrier Global in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Carrier Global position peaked at $56K in Q3 2022.
  • 1,217 funds tracked by Wall St. Rank held Carrier Global as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.