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Boit C.F. David’s Carrier Global CARR Stock Holding History

Boit C.F. David’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
2025
Q3 		– Sell
-500
Closed -$36.6K – 118
2025
Q2 		$36.6K Hold
500
– – 0.02% 113
2025
Q1 		$31.7K Hold
500
– – 0.02% 114
2024
Q4 		$34.1K Hold
500
– – 0.01% 114
2024
Q3 		$40.3K Hold
500
– – 0.02% 112
2024
Q2 		$31.5K Hold
500
– – 0.02% 117
2024
Q1 		$30.6K Hold
500
– – 0.02% 109
2023
Q4 		$27.4K Hold
500
– – 0.02% 120
2023
Q3 		$27.3K Hold
500
– – 0.02% 98
2023
Q2 		$24.9K Hold
500
– – 0.02% 102
2023
Q1 		$22.5K Hold
500
– – 0.02% 101
2022
Q4 		$20.6K Hold
500
– – 0.01% 100
2022
Q3 		$18K Buy
+500
New +$19.7K 0.01% 102
2022
Q1 		$23K Hold
500
– – 0.02% 105
2021
Q4 		$27K Hold
500
– – 0.02% 108
2021
Q3 		$26K Buy
+500
New +$26.9K 0.02% 108

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return