Blue Chip Partners’s Carrier Global CARR Stock Holding History

Blue Chip Partners’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
2024 Q4	–	Sell	-2,100	Closed	-$169K	–	162
2024 Q3	$169K	Buy	2,100 +6	+0.3%	+$418	0.01%	159
2024 Q2	$132K	Buy	2,094 +6	+0.3%	+$368	0.01%	163
2024 Q1	$121K	Buy	2,088 +40	+2%	+$2.25K	0.01%	168
2023 Q4	$118K	Buy	2,048 +8	+0.4%	+$423	0.01%	167
2023 Q3	$113K	Buy	2,040 +6	+0.3%	+$330	0.01%	167
2023 Q2	$101K	Buy	+2,034	New	+$89.5K	0.01%	186
2022 Q1	–	Sell	-1,988	Closed	-$108K	–	172
2021 Q4	$108K	Buy	1,988 +4	+0.2%	+$216	0.01%	171
2021 Q3	$103K	Buy	+1,984	New	+$107K	0.01%	164

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Blue Chip Partners's CARR Position: Q4 2024 in Review

Blue Chip Partners sold out of Carrier Global (CARR) in Q4 2024, closing a stake of 2,100 shares — an estimated $169K sold.

Blue Chip Partners first reported a position in CARR in Q3 2021 and held it in 8 quarters. The position peaked at $169K in Q3 2024. 1,556 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

Blue Chip Partners reported no remaining Carrier Global position as of Q4 2024 after selling out during the quarter.
Blue Chip Partners sold 2,100 Carrier Global shares in Q4 2024, an estimated $169K.
Blue Chip Partners first reported a position in Carrier Global in Q3 2021 and held it in 8 quarters.
Blue Chip Partners's Carrier Global position peaked at $169K in Q3 2024.
1,556 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on Blue Chip Partners's 13F filing for Q4 2024, filed 31 Jan 2025.