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CSat Investment Advisory’s Carrier Global CARR Stock Holding History

CSat Investment Advisory’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
2021
Q1 		$27K Buy
641
+120
+23% +$4.67K 0.02% 323
2020
Q4 		$20K Sell
521
-71
-12% -$2.57K 0.02% 330
2020
Q3 		$18K Sell
592
-471
-44% -$13.3K ﹤0.01% 891
2020
Q2 		$24K Buy
+1,063
New +$19.8K ﹤0.01% 790

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's CARR Position: Q1 2021 in Review

CSat Investment Advisory increased its Carrier Global (CARR) stake by 23% in Q1 2021, buying an estimated $4.67K and bringing the position to 641 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #323.

CSat Investment Advisory first reported a position in CARR in Q2 2020 and has held it in 4 quarters since. 1,218 funds tracked by Wall St. Rank hold CARR as of Q1 2021.

  • CSat Investment Advisory held 641 shares of Carrier Global worth $27K as of Q1 2021.
  • CSat Investment Advisory bought 120 Carrier Global shares in Q1 2021, an estimated $4.67K.
  • Carrier Global made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #323 holding.
  • CSat Investment Advisory first reported a position in Carrier Global in Q2 2020 and has held it in 4 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Carrier Global as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.