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First Trust Investment Solutions’s Carrier Global CARR Stock Holding History

First Trust Investment Solutions’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 		$335K Buy
4,168
+706
+20% +$49.2K 0.04% 222
2024
Q2 		$218K Buy
+3,462
New +$213K 0.03% 239

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

First Trust Investment Solutions's CARR Position: Q3 2024 in Review

First Trust Investment Solutions increased its Carrier Global (CARR) stake by 20% in Q3 2024, buying an estimated $49.2K and bringing the position to 4,168 shares worth $335K. The position accounts for 0.04% of the portfolio, ranked #222.

First Trust Investment Solutions first reported a position in CARR in Q2 2024 and has held it in 2 quarters since. 1,548 funds tracked by Wall St. Rank hold CARR as of Q3 2024.

  • First Trust Investment Solutions held 4,168 shares of Carrier Global worth $335K as of Q3 2024.
  • First Trust Investment Solutions bought 706 Carrier Global shares in Q3 2024, an estimated $49.2K.
  • Carrier Global made up 0.04% of First Trust Investment Solutions's portfolio in Q3 2024, its #222 holding.
  • First Trust Investment Solutions first reported a position in Carrier Global in Q2 2024 and has held it in 2 quarters since.
  • 1,548 funds tracked by Wall St. Rank held Carrier Global as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.