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Convergence Investment Partners’s Carrier Global CARR Stock Holding History

Convergence Investment Partners’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
-2,676
Closed -$215K – 262
2024
Q3 		$215K Buy
+2,676
New +$186K 0.06% 224

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Convergence Investment Partners's CARR Position: Q4 2024 in Review

Convergence Investment Partners sold out of Carrier Global (CARR) in Q4 2024, closing a stake of 2,676 shares — an estimated $215K sold.

Convergence Investment Partners first reported a position in CARR in Q3 2024 and held it in 1 quarter. The position peaked at $215K in Q3 2024. 1,556 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

  • Convergence Investment Partners reported no remaining Carrier Global position as of Q4 2024 after selling out during the quarter.
  • Convergence Investment Partners sold 2,676 Carrier Global shares in Q4 2024, an estimated $215K.
  • Convergence Investment Partners first reported a position in Carrier Global in Q3 2024 and held it in 1 quarter.
  • Convergence Investment Partners's Carrier Global position peaked at $215K in Q3 2024.
  • 1,556 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on Convergence Investment Partners's 13F filing for Q4 2024, filed 31 Jan 2025.