Edge Capital Group’s Carrier Global CARR Stock Holding History

Edge Capital Group’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	-2,510	Closed	-$202K	–	334
2024 Q3	$202K	Buy	+2,510	New	+$175K	0.01%	309
2023 Q3	–	Sell	-5,631	Closed	-$280K	–	290
2023 Q2	$280K	Sell	5,631 -662	-11%	-$29.1K	0.02%	267
2023 Q1	$288K	Buy	+6,293	New	+$282K	0.02%	260
2022 Q1	–	Sell	-4,009	Closed	-$217K	–	298
2021 Q4	$217K	Sell	4,009 -200	-5%	-$10.8K	0.02%	264
2021 Q3	$218K	Sell	4,209 -758	-15%	-$40.8K	0.02%	257
2021 Q2	$241K	Sell	4,967 -1,328	-21%	-$59.3K	0.02%	237
2021 Q1	$266K	Sell	6,295 -194,706	-97%	-$7.57M	0.02%	241
2020 Q4	$7.58M	Sell	201,001 -9,320	-4%	-$337K	0.64%	34
2020 Q3	$6.42M	Sell	210,321 -14,164	-6%	-$401K	0.64%	37
2020 Q2	$4.99M	Buy	+224,485	New	+$4.17M	0.52%	48

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Edge Capital Group's CARR Position: Q4 2024 in Review

Edge Capital Group sold out of Carrier Global (CARR) in Q4 2024, closing a stake of 2,510 shares — an estimated $202K sold.

Edge Capital Group first reported a position in CARR in Q2 2020 and held it in 10 quarters. The position peaked at $7.58M in Q4 2020. 1,556 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

Edge Capital Group reported no remaining Carrier Global position as of Q4 2024 after selling out during the quarter.
Edge Capital Group sold 2,510 Carrier Global shares in Q4 2024, an estimated $202K.
Edge Capital Group first reported a position in Carrier Global in Q2 2020 and held it in 10 quarters.
Edge Capital Group's Carrier Global position peaked at $7.58M in Q4 2020.
1,556 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.