CCA
CARR icon

Criterion Capital Advisors’s Carrier Global CARR Stock Holding History

Criterion Capital 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 		$5.49K Hold
87
– – ﹤0.01% 285
2024
Q3 		$5.49K Hold
87
– – ﹤0.01% 285
2024
Q2 		$5.49K Hold
87
– – ﹤0.01% 285
2024
Q1 		$5.06K Sell
87
-471
-84% -$26.5K ﹤0.01% 288
2023
Q4 		$32K Buy
+558
New +$29.5K 0.02% 180

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

Criterion Capital Advisors's CARR Position: Q4 2024 in Review

Criterion Capital Advisors held its Carrier Global (CARR) position steady in Q4 2024 at 87 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #285.

Criterion Capital Advisors first reported a position in CARR in Q4 2023 and has held it in 5 quarters since. The position peaked at $32K in Q4 2023. 1,556 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

  • Criterion Capital Advisors held 87 shares of Carrier Global worth $5.49K as of Q4 2024.
  • Criterion Capital Advisors left its Carrier Global share count unchanged in Q4 2024.
  • Carrier Global made up ﹤0.01% of Criterion Capital Advisors's portfolio in Q4 2024, its #285 holding.
  • Criterion Capital Advisors first reported a position in Carrier Global in Q4 2023 and has held it in 5 quarters since.
  • Criterion Capital Advisors's Carrier Global position peaked at $32K in Q4 2023.
  • 1,556 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.