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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Boit C.F. David's CARR Position: Q3 2025 in Review

Boit C.F. David sold out of Carrier Global (CARR) in Q3 2025, closing a stake of 500 shares — an estimated $36.6K sold.

Boit C.F. David first reported a position in CARR in Q3 2021 and held it in 15 quarters. The position peaked at $40.3K in Q3 2024. 1,490 funds tracked by Wall St. Rank hold CARR as of Q3 2025.

Boit C.F. David reported no remaining Carrier Global position as of Q3 2025 after selling out during the quarter.
Boit C.F. David sold 500 Carrier Global shares in Q3 2025, an estimated $36.6K.
Boit C.F. David first reported a position in Carrier Global in Q3 2021 and held it in 15 quarters.
Boit C.F. David's Carrier Global position peaked at $40.3K in Q3 2024.
1,490 funds tracked by Wall St. Rank held Carrier Global as of Q3 2025.

Based on Boit C.F. David's 13F filing for Q3 2025, filed 28 Oct 2025.