Claris Advisors’s Carrier Global CARR Stock Holding History

Claris Advisors’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
2024 Q4	–	Sell	-800	Closed	-$64.4K	–	241
2024 Q3	$64.4K	Buy	+800	New	+$55.7K	0.03%	102

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Claris Advisors's CARR Position: Q4 2024 in Review

Claris Advisors sold out of Carrier Global (CARR) in Q4 2024, closing a stake of 800 shares — an estimated $64.4K sold.

Claris Advisors first reported a position in CARR in Q3 2024 and held it in 1 quarter. The position peaked at $64.4K in Q3 2024. 1,560 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

Claris Advisors reported no remaining Carrier Global position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 800 Carrier Global shares in Q4 2024, an estimated $64.4K.
Claris Advisors first reported a position in Carrier Global in Q3 2024 and held it in 1 quarter.
Claris Advisors's Carrier Global position peaked at $64.4K in Q3 2024.
1,560 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.