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C2C Wealth Management’s Carrier Global CARR Stock Holding History

C2C Wealth 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
2023
Q4 		– Sell
-24,425
Closed -$1.33M – 120
2023
Q3 		$1.33M Hold
24,425
– – 0.19% 59
2023
Q2 		$1.33M Buy
24,425
+25
+0.1% +$1.1K 0.18% 64
2023
Q1 		$1.07M Buy
+24,400
New +$1.09M 0.17% 74

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

C2C Wealth Management's CARR Position: Q4 2023 in Review

C2C Wealth Management sold out of Carrier Global (CARR) in Q4 2023, closing a stake of 24,425 shares — an estimated $1.33M sold.

C2C Wealth Management first reported a position in CARR in Q1 2023 and held it in 3 quarters. The position peaked at $1.33M in Q2 2023. 1,395 funds tracked by Wall St. Rank hold CARR as of Q4 2023.

  • C2C Wealth Management reported no remaining Carrier Global position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 24,425 Carrier Global shares in Q4 2023, an estimated $1.33M.
  • C2C Wealth Management first reported a position in Carrier Global in Q1 2023 and held it in 3 quarters.
  • C2C Wealth Management's Carrier Global position peaked at $1.33M in Q2 2023.
  • 1,395 funds tracked by Wall St. Rank held Carrier Global as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.