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Bedel Financial Consulting’s Carrier Global CARR Stock Holding History

Bedel Financial Consulting’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
2022
Q2 		– Sell
-225
Closed -$10K – 303
2022
Q1 		$10K Hold
225
– – ﹤0.01% 663
2021
Q4 		$12K Sell
225
-400
-64% -$21.6K ﹤0.01% 653
2021
Q3 		$32K Hold
625
– – 0.01% 465
2021
Q2 		$30K Hold
625
– – 0.01% 478
2021
Q1 		$26K Sell
625
-18
-3% -$700 0.01% 464
2020
Q4 		$24K Sell
643
-9
-1% -$326 0.01% 424
2020
Q3 		$20K Buy
652
+36
+6% +$1.02K 0.01% 423
2020
Q2 		$14K Buy
+616
New +$11.4K 0.01% 436

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bedel Financial Consulting's CARR Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Carrier Global (CARR) in Q2 2022, closing a stake of 225 shares — an estimated $10K sold.

Bedel Financial Consulting first reported a position in CARR in Q2 2020 and held it in 8 quarters. The position peaked at $32K in Q3 2021. 1,172 funds tracked by Wall St. Rank hold CARR as of Q2 2022.

  • Bedel Financial Consulting reported no remaining Carrier Global position as of Q2 2022 after selling out during the quarter.
  • Bedel Financial Consulting sold 225 Carrier Global shares in Q2 2022, an estimated $10K.
  • Bedel Financial Consulting first reported a position in Carrier Global in Q2 2020 and held it in 8 quarters.
  • Bedel Financial Consulting's Carrier Global position peaked at $32K in Q3 2021.
  • 1,172 funds tracked by Wall St. Rank held Carrier Global as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.