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Eagle Ridge Investment Management’s Carrier Global CARR Stock Holding History

Eagle Ridge 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
2024
Q4 		$211K Hold
3,096
– – 0.02% 142
2024
Q3 		$249K Buy
+3,096
New +$216K 0.02% 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
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

Eagle Ridge Investment Management's CARR Position: Q4 2024 in Review

Eagle Ridge Investment Management held its Carrier Global (CARR) position steady in Q4 2024 at 3,096 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #142.

Eagle Ridge Investment Management first reported a position in CARR in Q3 2024 and has held it in 2 quarters since. The position peaked at $249K in Q3 2024. 1,556 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

  • Eagle Ridge Investment Management held 3,096 shares of Carrier Global worth $211K as of Q4 2024.
  • Eagle Ridge Investment Management left its Carrier Global share count unchanged in Q4 2024.
  • Carrier Global made up 0.02% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #142 holding.
  • Eagle Ridge Investment Management first reported a position in Carrier Global in Q3 2024 and has held it in 2 quarters since.
  • Eagle Ridge Investment Management's Carrier Global position peaked at $249K in Q3 2024.
  • 1,556 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.