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Birchcreek Wealth Management’s Carrier Global CARR Stock Holding History

Birchcreek Wealth Management’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
Q1 		– Sell
-700
Closed -$26K – 140
2020
Q4 		$26K Buy
+700
New +$25.3K 0.03% 290

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Birchcreek Wealth Management's CARR Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Carrier Global (CARR) in Q1 2021, closing a stake of 700 shares — an estimated $26K sold.

Birchcreek Wealth Management first reported a position in CARR in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 1,217 funds tracked by Wall St. Rank hold CARR as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Carrier Global position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 700 Carrier Global shares in Q1 2021, an estimated $26K.
  • Birchcreek Wealth Management first reported a position in Carrier Global in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Carrier Global position peaked at $26K in Q4 2020.
  • 1,217 funds tracked by Wall St. Rank held Carrier Global as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.