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Fort Washington Investment Advisors’s Carrier Global CARR Stock Holding History

Fort Washington Investment 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
Q4 		– Sell
-2,625
Closed -$211K – 403
2024
Q3 		$211K Buy
+2,625
New +$183K ﹤0.01% 399
2021
Q4 		– Sell
-3,990
Closed -$206K – 506
2021
Q3 		$206K Sell
3,990
-200
-5% -$10.8K ﹤0.01% 496
2021
Q2 		$203K Buy
+4,190
New +$187K ﹤0.01% 499
2020
Q3 		– Sell
-113,948
Closed -$2.53M – 494
2020
Q2 		$2.53M Buy
+113,948
New +$2.12M 0.03% 247

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fort Washington Investment Advisors's CARR Position: Q4 2024 in Review

Fort Washington Investment Advisors sold out of Carrier Global (CARR) in Q4 2024, closing a stake of 2,625 shares — an estimated $211K sold.

Fort Washington Investment Advisors first reported a position in CARR in Q2 2020 and held it in 4 quarters. The position peaked at $2.53M in Q2 2020. 1,557 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

  • Fort Washington Investment Advisors reported no remaining Carrier Global position as of Q4 2024 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 2,625 Carrier Global shares in Q4 2024, an estimated $211K.
  • Fort Washington Investment Advisors first reported a position in Carrier Global in Q2 2020 and held it in 4 quarters.
  • Fort Washington Investment Advisors's Carrier Global position peaked at $2.53M in Q2 2020.
  • 1,557 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.