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Bard Financial Services’s Carrier Global CARR Stock Holding History

Bard Financial Services’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
Q3 		$444K Hold
7,445
– – 0.05% 155
2025
Q2 		$545K Sell
7,445
-675
-8% -$45.8K 0.07% 144
2025
Q1 		$515K Hold
8,120
– – 0.06% 148
2024
Q4 		$554K Hold
8,120
– – 0.07% 138
2024
Q3 		$654K Sell
8,120
-740
-8% -$51.5K 0.08% 136
2024
Q2 		$559K Hold
8,860
– – 0.06% 148
2024
Q1 		$515K Hold
8,860
– – 0.05% 151
2023
Q4 		$509K Hold
8,860
– – 0.06% 153
2023
Q3 		$489K Hold
8,860
– – 0.06% 148
2023
Q2 		$440K Sell
8,860
-250
-3% -$11K 0.03% 224
2023
Q1 		$417K Hold
9,110
– – 0.03% 224
2022
Q4 		$376K Hold
9,110
– – 0.03% 227
2022
Q3 		$324K Sell
9,110
-250
-3% -$9.85K 0.03% 230
2022
Q2 		$334K Hold
9,360
– – 0.03% 228
2022
Q1 		$429K Sell
9,360
-200
-2% -$9.42K 0.03% 207
2021
Q4 		$519K Hold
9,560
– – 0.04% 186
2021
Q3 		$495K Hold
9,560
– – 0.04% 185
2021
Q2 		$465K Hold
9,560
– – 0.04% 192
2021
Q1 		$404K Sell
9,560
-1,250
-12% -$48.6K 0.04% 194
2020
Q4 		$408K Buy
+10,810
New +$391K 0.04% 185

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return