Angeles Investment Advisors’s Carrier Global CARR Stock Holding History

Angeles 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
2025 Q1	–	Sell	-7,162	Closed	-$490K	–	66
2024 Q4	$490K	Sell	7,162 -105	-1%	-$7.92K	0.02%	95
2024 Q3	$585K	Sell	7,267 -860	-11%	-$59.9K	0.03%	83
2024 Q2	$514K	Sell	8,127 -341	-4%	-$20.9K	0.03%	98
2024 Q1	$492K	Buy	8,468 +237	+3%	+$13.3K	0.03%	123
2023 Q4	$474K	Buy	8,231 +106	+1%	+$5.61K	0.03%	104
2023 Q3	$449K	Buy	8,125 +105	+1%	+$5.78K	0.04%	89
2023 Q2	$400K	Hold	8,020	–	–	0.03%	88
2023 Q1	$367K	Buy	8,020 +570	+8%	+$25.5K	0.03%	91
2022 Q4	$309K	Buy	+7,450	New	+$302K	0.03%	83

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Angeles Investment Advisors's CARR Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Carrier Global (CARR) in Q1 2025, closing a stake of 7,162 shares — an estimated $490K sold.

Angeles Investment Advisors first reported a position in CARR in Q4 2022 and held it in 9 quarters. The position peaked at $585K in Q3 2024. 1,522 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

Angeles Investment Advisors reported no remaining Carrier Global position as of Q1 2025 after selling out during the quarter.
Angeles Investment Advisors sold 7,162 Carrier Global shares in Q1 2025, an estimated $490K.
Angeles Investment Advisors first reported a position in Carrier Global in Q4 2022 and held it in 9 quarters.
Angeles Investment Advisors's Carrier Global position peaked at $585K in Q3 2024.
1,522 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.