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Bourgeon Capital Management’s Carrier Global CARR Stock Holding History

Bourgeon Capital 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
2020
Q3 		– Sell
-51
Closed -$1K – 299
2020
Q2 		$1K Buy
+51
New +$948 ﹤0.01% 242

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DSA
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Fiera Capital (Canada)
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Bourgeon Capital Management's CARR Position: Q3 2020 in Review

Bourgeon Capital Management sold out of Carrier Global (CARR) in Q3 2020, closing a stake of 51 shares — an estimated $1K sold.

Bourgeon Capital Management first reported a position in CARR in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 1,087 funds tracked by Wall St. Rank hold CARR as of Q3 2020.

  • Bourgeon Capital Management reported no remaining Carrier Global position as of Q3 2020 after selling out during the quarter.
  • Bourgeon Capital Management sold 51 Carrier Global shares in Q3 2020, an estimated $1K.
  • Bourgeon Capital Management first reported a position in Carrier Global in Q2 2020 and held it in 1 quarter.
  • Bourgeon Capital Management's Carrier Global position peaked at $1K in Q2 2020.
  • 1,087 funds tracked by Wall St. Rank held Carrier Global as of Q3 2020.

Based on Bourgeon Capital Management's 13F filing for Q3 2020, filed 28 Oct 2020.