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Aveo Capital Partners’s Carrier Global CARR Stock Holding History

Aveo Capital 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
2025
Q1 		– Sell
-4,313
Closed -$294K – 205
2024
Q4 		$294K Sell
4,313
-363
-8% -$27.4K 0.03% 291
2024
Q3 		$376K Buy
4,676
+169
+4% +$11.8K 0.04% 243
2024
Q2 		$284K Sell
4,507
-255
-5% -$15.7K 0.03% 264
2024
Q1 		$296K Sell
4,762
-633
-12% -$35.6K 0.03% 295
2023
Q4 		$310K Buy
5,395
+205
+4% +$10.8K 0.04% 268
2023
Q3 		$287K Hold
5,190
– – 0.04% 271
2023
Q2 		$258K Buy
5,190
+80
+2% +$3.52K 0.03% 292
2023
Q1 		$234K Hold
5,110
– – 0.03% 299
2022
Q4 		$211K Buy
+5,110
New +$207K 0.03% 311
2022
Q2 		– Sell
-5,108
Closed -$234K – 270
2022
Q1 		$234K Buy
5,108
+79
+2% +$3.72K 0.04% 251
2021
Q4 		$273K Buy
5,029
+7
+0.1% +$378 0.05% 235
2021
Q3 		$260K Buy
5,022
+40
+0.8% +$2.15K 0.05% 219
2021
Q2 		$242K Buy
4,982
+28
+0.6% +$1.25K 0.05% 235
2021
Q1 		$209K Buy
+4,954
New +$193K 0.05% 221

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aveo Capital Partners's CARR Position: Q1 2025 in Review

Aveo Capital Partners sold out of Carrier Global (CARR) in Q1 2025, closing a stake of 4,313 shares — an estimated $294K sold.

Aveo Capital Partners first reported a position in CARR in Q1 2021 and held it in 14 quarters. The position peaked at $376K in Q3 2024. 1,523 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

  • Aveo Capital Partners reported no remaining Carrier Global position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 4,313 Carrier Global shares in Q1 2025, an estimated $294K.
  • Aveo Capital Partners first reported a position in Carrier Global in Q1 2021 and held it in 14 quarters.
  • Aveo Capital Partners's Carrier Global position peaked at $376K in Q3 2024.
  • 1,523 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.