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Berman Capital Advisors’s Carrier Global CARR Stock Holding History

Berman Capital 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
Q3 		$320K Buy
6,191
+813
+15% +$43.8K 0.05% 191
2021
Q2 		$260K Buy
5,378
+3,010
+127% +$135K 0.04% 190
2021
Q1 		$99K Buy
2,368
+425
+22% +$16.5K 0.02% 312
2020
Q4 		$73K Buy
1,943
+589
+44% +$21.3K 0.02% 313
2020
Q3 		$41K Buy
1,354
+301
+29% +$8.52K 0.01% 397
2020
Q2 		$22K Buy
+1,053
New +$19.6K 0.01% 514

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's CARR Position: Q3 2021 in Review

Berman Capital Advisors increased its Carrier Global (CARR) stake by 15% in Q3 2021, buying an estimated $43.8K and bringing the position to 6,191 shares worth $320K. The position accounts for 0.05% of the portfolio, ranked #191.

Berman Capital Advisors first reported a position in CARR in Q2 2020 and has held it in 6 quarters since. 1,269 funds tracked by Wall St. Rank hold CARR as of Q3 2021.

  • Berman Capital Advisors held 6,191 shares of Carrier Global worth $320K as of Q3 2021.
  • Berman Capital Advisors bought 813 Carrier Global shares in Q3 2021, an estimated $43.8K.
  • Carrier Global made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #191 holding.
  • Berman Capital Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 6 quarters since.
  • 1,269 funds tracked by Wall St. Rank held Carrier Global as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.