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FDx Advisors’s Carrier Global CARR Stock Holding History

FDx 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
Q1 		– Sell
-6,399
Closed -$368K – 395
2023
Q4 		$368K Buy
6,399
+267
+4% +$14.1K 0.03% 472
2023
Q3 		$338K Sell
6,132
-1,611
-21% -$88.7K 0.03% 441
2023
Q2 		$385K Sell
7,743
-2,024
-21% -$89.1K 0.02% 521
2023
Q1 		$403K Hold
9,767
– – 0.02% 469
2022
Q4 		$403K Sell
9,767
-657
-6% -$26.7K 0.02% 469
2022
Q3 		$371K Buy
10,424
+3,912
+60% +$154K 0.02% 481
2022
Q2 		$232K Buy
+6,512
New +$256K 0.01% 722

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FDx Advisors's CARR Position: Q1 2024 in Review

FDx Advisors sold out of Carrier Global (CARR) in Q1 2024, closing a stake of 6,399 shares — an estimated $368K sold.

FDx Advisors first reported a position in CARR in Q2 2022 and held it in 7 quarters. The position peaked at $403K in Q1 2023. 1,413 funds tracked by Wall St. Rank hold CARR as of Q1 2024.

  • FDx Advisors reported no remaining Carrier Global position as of Q1 2024 after selling out during the quarter.
  • FDx Advisors sold 6,399 Carrier Global shares in Q1 2024, an estimated $368K.
  • FDx Advisors first reported a position in Carrier Global in Q2 2022 and held it in 7 quarters.
  • FDx Advisors's Carrier Global position peaked at $403K in Q1 2023.
  • 1,413 funds tracked by Wall St. Rank held Carrier Global as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.