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Artemis Investment Management’s Carrier Global CARR Stock Holding History

Artemis Investment 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
2024
Q2 		– Sell
-4,737
Closed -$275K – 211
2024
Q1 		$275K Sell
4,737
-6,057
-56% -$340K ﹤0.01% 209
2023
Q4 		$620K Sell
10,794
-5,711
-35% -$302K 0.01% 191
2023
Q3 		$911K Buy
+16,505
New +$908K 0.01% 187
2021
Q2 		– Sell
-342,117
Closed -$14.4M – 286
2021
Q1 		$14.4M Buy
342,117
+92,352
+37% +$3.59M 0.14% 172
2020
Q4 		$9.43M Buy
+249,765
New +$9.04M 0.1% 203

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 $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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Artemis Investment Management's CARR Position: Q2 2024 in Review

Artemis Investment Management sold out of Carrier Global (CARR) in Q2 2024, closing a stake of 4,737 shares — an estimated $275K sold.

Artemis Investment Management first reported a position in CARR in Q4 2020 and held it in 5 quarters. The position peaked at $14.4M in Q1 2021. 1,448 funds tracked by Wall St. Rank hold CARR as of Q2 2024.

  • Artemis Investment Management reported no remaining Carrier Global position as of Q2 2024 after selling out during the quarter.
  • Artemis Investment Management sold 4,737 Carrier Global shares in Q2 2024, an estimated $275K.
  • Artemis Investment Management first reported a position in Carrier Global in Q4 2020 and held it in 5 quarters.
  • Artemis Investment Management's Carrier Global position peaked at $14.4M in Q1 2021.
  • 1,448 funds tracked by Wall St. Rank held Carrier Global as of Q2 2024.

Based on Artemis Investment Management's 13F filing for Q2 2024, filed 15 Jul 2024.