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Clear Perspectives Financial Planning’s Carrier Global CARR Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		$112K Hold
2,442
– – 0.06% 52
2022
Q4 		$101K Hold
2,442
– – 0.05% 57
2022
Q3 		$87K Hold
2,442
– – 0.04% 65
2022
Q2 		$87K Hold
2,442
– – 0.03% 70
2022
Q1 		$112K Hold
2,442
– – 0.04% 66
2021
Q4 		$132K Hold
2,442
– – 0.05% 70
2021
Q3 		$126K Hold
2,442
– – 0.06% 69
2021
Q2 		$119K Hold
2,442
– – 0.06% 71
2021
Q1 		$103K Hold
2,442
– – 0.06% 64
2020
Q4 		$92K Buy
+2,442
New +$88.4K 0.06% 66

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 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Clear Perspectives Financial Planning's CARR Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Carrier Global (CARR) position steady in Q1 2023 at 2,442 shares worth $112K. The position accounts for 0.06% of the portfolio, ranked #52.

Clear Perspectives Financial Planning first reported a position in CARR in Q4 2020 and has held it in 10 quarters since. The position peaked at $132K in Q4 2021. 1,237 funds tracked by Wall St. Rank hold CARR as of Q1 2023.

  • Clear Perspectives Financial Planning held 2,442 shares of Carrier Global worth $112K as of Q1 2023.
  • Clear Perspectives Financial Planning left its Carrier Global share count unchanged in Q1 2023.
  • Carrier Global made up 0.06% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #52 holding.
  • Clear Perspectives Financial Planning first reported a position in Carrier Global in Q4 2020 and has held it in 10 quarters since.
  • Clear Perspectives Financial Planning's Carrier Global position peaked at $132K in Q4 2021.
  • 1,237 funds tracked by Wall St. Rank held Carrier Global as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.