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Bel Air Investment Advisors’s Carrier Global CARR Stock Holding History

Bel Air Investment Advisors’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
2021
Q2 		$56.4M Buy
1,159,875
+11,814
+1% +$528K 1.72% 19
2021
Q1 		$48.5M Buy
+1,148,061
New +$44.6M 1.53% 22

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Bel Air Investment Advisors's CARR Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Carrier Global (CARR) stake by 1% in Q2 2021, buying an estimated $528K and bringing the position to 1,159,875 shares worth $56.4M. The position accounts for 1.72% of the portfolio, ranked #19.

Bel Air Investment Advisors first reported a position in CARR in Q1 2021 and has held it in 2 quarters since. 1,246 funds tracked by Wall St. Rank hold CARR as of Q2 2021.

  • Bel Air Investment Advisors held 1,159,875 shares of Carrier Global worth $56.4M as of Q2 2021.
  • Bel Air Investment Advisors bought 11,814 Carrier Global shares in Q2 2021, an estimated $528K.
  • Carrier Global made up 1.72% of Bel Air Investment Advisors's portfolio in Q2 2021, its #19 holding.
  • Bel Air Investment Advisors first reported a position in Carrier Global in Q1 2021 and has held it in 2 quarters since.
  • 1,246 funds tracked by Wall St. Rank held Carrier Global as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.