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Enlightenment Research’s Carrier Global CARR Stock Holding History

Enlightenment Research’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
2022
Q2 		– Sell
-5,700
Closed -$261K – 114
2022
Q1 		$261K Buy
+5,700
New +$268K 0.35% 96
2021
Q4 		– Sell
-8,100
Closed -$419K – 135
2021
Q3 		$419K Buy
+8,100
New +$436K 0.51% 70
2021
Q2 		– Sell
-5,700
Closed -$241K – 145
2021
Q1 		$241K Buy
+5,700
New +$222K 0.29% 104

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Enlightenment Research's CARR Position: Q2 2022 in Review

Enlightenment Research sold out of Carrier Global (CARR) in Q2 2022, closing a stake of 5,700 shares — an estimated $261K sold.

Enlightenment Research first reported a position in CARR in Q1 2021 and held it in 3 quarters. The position peaked at $419K in Q3 2021. 1,173 funds tracked by Wall St. Rank hold CARR as of Q2 2022.

  • Enlightenment Research reported no remaining Carrier Global position as of Q2 2022 after selling out during the quarter.
  • Enlightenment Research sold 5,700 Carrier Global shares in Q2 2022, an estimated $261K.
  • Enlightenment Research first reported a position in Carrier Global in Q1 2021 and held it in 3 quarters.
  • Enlightenment Research's Carrier Global position peaked at $419K in Q3 2021.
  • 1,173 funds tracked by Wall St. Rank held Carrier Global as of Q2 2022.

Based on Enlightenment Research's 13F filing for Q2 2022, filed 12 Aug 2022.