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Baldwin Wealth Partners’s Carrier Global CARR Stock Holding History

Baldwin Wealth 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
2024
Q4 		– Sell
-2,293
Closed -$185K – 349
2024
Q3 		$185K Buy
2,293
+898
+64% +$62.5K 0.01% 341
2024
Q2 		$88K Sell
1,395
-500
-26% -$30.7K 0.01% 276
2024
Q1 		$110K Sell
1,895
-114
-6% -$6.41K 0.01% 262
2023
Q4 		$115K Buy
2,009
+120
+6% +$6.35K 0.01% 261
2023
Q3 		$104K Sell
1,889
-600
-24% -$33K 0.01% 296
2023
Q2 		$124K Sell
2,489
-58
-2% -$2.55K 0.01% 292
2023
Q1 		$117K Buy
2,547
+10
+0.4% +$448 0.01% 307
2022
Q4 		$105K Buy
2,537
+1,823
+255% +$74K 0.01% 313
2022
Q3 		$26K Hold
714
– – ﹤0.01% 418
2022
Q2 		$26K Hold
714
– – ﹤0.01% 445
2022
Q1 		$33K Hold
714
– – ﹤0.01% 427
2021
Q4 		$39K Hold
714
– – ﹤0.01% 381
2021
Q3 		$37K Hold
714
– – ﹤0.01% 384
2021
Q2 		$34K Hold
714
– – ﹤0.01% 403
2021
Q1 		$30K Buy
714
+14
+2% +$544 ﹤0.01% 408
2020
Q4 		$27K Hold
700
– – ﹤0.01% 375
2020
Q3 		$21K Sell
700
-3,859
-85% -$109K ﹤0.01% 380
2020
Q2 		$101K Buy
+4,559
New +$84.7K 0.01% 222

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