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Crewe Advisors’s Carrier Global CARR Stock Holding History

Crewe 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
2026
Q1 		$89.1K Buy
1,583
+47
+3% +$2.78K 0.01% 311
2025
Q4 		$81.2K Hold
1,536
– – 0.01% 311
2025
Q3 		$91.7K Buy
+1,536
New +$104K 0.01% 309
2024
Q3 		– Sell
-2,495
Closed -$157K – 761
2024
Q2 		$157K Sell
2,495
-9
-0.4% -$553 0.02% 201
2024
Q1 		$146K Buy
+2,504
New +$141K 0.02% 218
2023
Q3 		– Sell
-2,050
Closed -$102K – 636
2023
Q2 		$102K Sell
2,050
-261
-11% -$11.5K 0.01% 200
2023
Q1 		$106K Sell
2,311
-70
-3% -$3.13K 0.02% 222
2022
Q4 		$98.2K Buy
2,381
+272
+13% +$11K 0.02% 217
2022
Q3 		$75K Buy
2,109
+207
+11% +$8.15K 0.01% 259
2022
Q2 		$68K Sell
1,902
-267
-12% -$10.5K 0.02% 258
2022
Q1 		$99K Hold
2,169
– – 0.02% 174
2021
Q4 		$118K Buy
2,169
+300
+16% +$16.2K 0.02% 127
2021
Q3 		$97K Hold
1,869
– – 0.02% 110
2021
Q2 		$91K Hold
1,869
– – 0.02% 116
2021
Q1 		$79K Sell
1,869
-151
-7% -$5.87K 0.02% 115
2020
Q4 		$76K Hold
2,020
– – 0.03% 106
2020
Q3 		$62K Hold
2,020
– – 0.03% 110
2020
Q2 		$45K Buy
+2,020
New +$37.5K 0.02% 111

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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