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Bellwether Advisors’s Carrier Global CARR Stock Holding History

Bellwether 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
2023
Q1 		– Sell
-4
Closed -$165 – 492
2022
Q4 		$165 Buy
+4
New +$162 ﹤0.01% 420
2021
Q3 		– Sell
-29
Closed -$1K – 552
2021
Q2 		$1K Hold
29
– – ﹤0.01% 390
2021
Q1 		$1K Hold
29
– – ﹤0.01% 366
2020
Q4 		$1K Buy
+29
New +$1.05K ﹤0.01% 309

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Bellwether Advisors's CARR Position: Q1 2023 in Review

Bellwether Advisors sold out of Carrier Global (CARR) in Q1 2023, closing a stake of 4 shares — an estimated $165 sold.

Bellwether Advisors first reported a position in CARR in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2021. 1,237 funds tracked by Wall St. Rank hold CARR as of Q1 2023.

  • Bellwether Advisors reported no remaining Carrier Global position as of Q1 2023 after selling out during the quarter.
  • Bellwether Advisors sold 4 Carrier Global shares in Q1 2023, an estimated $165.
  • Bellwether Advisors first reported a position in Carrier Global in Q4 2020 and held it in 4 quarters.
  • Bellwether Advisors's Carrier Global position peaked at $1K in Q2 2021.
  • 1,237 funds tracked by Wall St. Rank held Carrier Global as of Q1 2023.

Based on Bellwether Advisors's 13F filing for Q1 2023, filed 5 May 2023.