First Personal Financial Services’s Carrier Global CARR Stock Holding History

First Personal Financial Services’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 Q3	$16.1K	Hold	200	–	–	﹤0.01%	279
2024 Q2	$12.6K	Hold	200	–	–	﹤0.01%	262
2024 Q1	$11.6K	Hold	200	–	–	﹤0.01%	271
2023 Q4	$11.5K	Hold	200	–	–	﹤0.01%	297
2023 Q3	$11K	Hold	200	–	–	﹤0.01%	297
2023 Q2	$9.94K	Hold	200	–	–	﹤0.01%	311
2023 Q1	$9.15K	Hold	200	–	–	﹤0.01%	327
2022 Q4	$8.25K	Hold	200	–	–	﹤0.01%	340
2022 Q3	$7K	Sell	200 -180	-47%	-$7.09K	﹤0.01%	361
2022 Q2	$14K	Hold	380	–	–	﹤0.01%	254
2022 Q1	$17K	Sell	380 -453	-54%	-$21.3K	﹤0.01%	260
2021 Q4	$45K	Buy	833 +3	+0.4%	+$162	0.01%	203
2021 Q3	$43K	Hold	830	–	–	0.01%	202
2021 Q2	$40K	Hold	830	–	–	0.01%	211
2021 Q1	$35K	Sell	830 -53	-6%	-$2.06K	0.01%	210
2020 Q4	$33K	Buy	883 +53	+6%	+$1.92K	0.01%	211
2020 Q3	$25K	Sell	830 -650	-44%	-$18.4K	0.01%	224
2020 Q2	$33K	Buy	+1,480	New	+$27.5K	0.01%	211

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

First Personal Financial Services's CARR Position: Q3 2024 in Review

First Personal Financial Services held its Carrier Global (CARR) position steady in Q3 2024 at 200 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

First Personal Financial Services first reported a position in CARR in Q2 2020 and has held it in 18 quarters since. The position peaked at $45K in Q4 2021. 1,550 funds tracked by Wall St. Rank hold CARR as of Q3 2024.

First Personal Financial Services held 200 shares of Carrier Global worth $16.1K as of Q3 2024.
First Personal Financial Services left its Carrier Global share count unchanged in Q3 2024.
Carrier Global made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #279 holding.
First Personal Financial Services first reported a position in Carrier Global in Q2 2020 and has held it in 18 quarters since.
First Personal Financial Services's Carrier Global position peaked at $45K in Q4 2021.
1,550 funds tracked by Wall St. Rank held Carrier Global as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.