BMM
CARR icon

Buffington Mohr McNeal’s Carrier Global CARR Stock Holding History

Buffington Mohr McNeal’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
Q1 		$837K Sell
13,200
-1,209
-8% -$80.3K 0.17% 58
2024
Q4 		$984K Sell
14,409
-937
-6% -$70.7K 0.16% 69
2024
Q3 		$1.24M Hold
15,346
– – 0.2% 60
2024
Q2 		$968K Sell
15,346
-2,000
-12% -$123K 0.17% 69
2024
Q1 		$1.01M Sell
17,346
-37
-0.2% -$2.08K 0.18% 69
2023
Q4 		$999K Sell
17,383
-2,207
-11% -$117K 0.2% 69
2023
Q3 		$1.08M Buy
19,590
+745
+4% +$41K 0.25% 62
2023
Q2 		$937K Hold
18,845
– – 0.2% 70
2023
Q1 		$862K Sell
18,845
-146
-0.8% -$6.54K 0.2% 75
2022
Q4 		$783K Hold
18,991
– – 0.18% 78
2022
Q3 		$675K Sell
18,991
-200
-1% -$7.88K 0.16% 84
2022
Q2 		$684K Sell
19,191
-368
-2% -$14.4K 0.15% 86
2022
Q1 		$897K Buy
19,559
+1,500
+8% +$70.6K 0.17% 77
2021
Q4 		$980K Hold
18,059
– – 0.17% 82
2021
Q3 		$935K Buy
18,059
+638
+4% +$34.3K 0.18% 76
2021
Q2 		$847K Buy
17,421
+4,907
+39% +$219K 0.17% 82
2021
Q1 		$528K Buy
12,514
+1,074
+9% +$41.8K 0.11% 92
2020
Q4 		$432K Buy
11,440
+1,375
+14% +$49.8K 0.1% 93
2020
Q3 		$307K Sell
10,065
-26,714
-73% -$756K 0.08% 104
2020
Q2 		$817K Buy
+36,779
New +$683K 0.23% 68

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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Buffington Mohr McNeal's CARR Position: Q1 2025 in Review

Buffington Mohr McNeal reduced its Carrier Global (CARR) stake by 8.4% in Q1 2025, selling an estimated $80.3K and leaving 13,200 shares worth $837K. The position accounts for 0.17% of the portfolio, ranked #58.

Buffington Mohr McNeal first reported a position in CARR in Q2 2020 and has held it in 20 quarters since. The position peaked at $1.24M in Q3 2024. 1,523 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

  • Buffington Mohr McNeal held 13,200 shares of Carrier Global worth $837K as of Q1 2025.
  • Buffington Mohr McNeal sold 1,209 Carrier Global shares in Q1 2025, an estimated $80.3K.
  • Carrier Global made up 0.17% of Buffington Mohr McNeal's portfolio in Q1 2025, its #58 holding.
  • Buffington Mohr McNeal first reported a position in Carrier Global in Q2 2020 and has held it in 20 quarters since.
  • Buffington Mohr McNeal's Carrier Global position peaked at $1.24M in Q3 2024.
  • 1,523 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Buffington Mohr McNeal's 13F filing for Q1 2025, filed 28 Apr 2025.