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Contravisory Investment Management’s Carrier Global CARR Stock Holding History

Contravisory Investment 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
2025
Q1 		– Sell
-129,349
Closed -$8.83M – 384
2024
Q4 		$8.83M Sell
129,349
-608
-0.5% -$45.9K 1.89% 22
2024
Q3 		$10.5M Buy
129,957
+794
+0.6% +$55.3K 2.24% 6
2024
Q2 		$8.15M Sell
129,163
-3,531
-3% -$217K 1.8% 24
2024
Q1 		$7.71M Buy
132,694
+124,957
+1,615% +$7.02M 1.71% 34
2023
Q4 		$444K Buy
+7,737
New +$409K 0.11% 131

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 $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Contravisory Investment Management's CARR Position: Q1 2025 in Review

Contravisory Investment Management sold out of Carrier Global (CARR) in Q1 2025, closing a stake of 129,349 shares — an estimated $8.83M sold.

Contravisory Investment Management first reported a position in CARR in Q4 2023 and held it in 5 quarters. The position peaked at $10.5M in Q3 2024. 1,522 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

  • Contravisory Investment Management reported no remaining Carrier Global position as of Q1 2025 after selling out during the quarter.
  • Contravisory Investment Management sold 129,349 Carrier Global shares in Q1 2025, an estimated $8.83M.
  • Contravisory Investment Management first reported a position in Carrier Global in Q4 2023 and held it in 5 quarters.
  • Contravisory Investment Management's Carrier Global position peaked at $10.5M in Q3 2024.
  • 1,522 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Contravisory Investment Management's 13F filing for Q1 2025, filed 10 Apr 2025.