FFA
CARR icon

Freedman Financial Associates’s Carrier Global CARR Stock Holding History

Freedman Financial Associates’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
-1,530
Closed -$69K – 59
2022
Q1 		$69K Hold
1,530
– – 0.05% 160
2021
Q4 		$83K Sell
1,530
-12
-0.8% -$648 0.06% 139
2021
Q3 		$80K Buy
1,542
+112
+8% +$6.03K 0.06% 137
2021
Q2 		$69K Hold
1,430
– – 0.05% 152
2021
Q1 		$60K Hold
1,430
– – 0.05% 169
2020
Q4 		$54K Buy
+1,430
New +$51.8K 0.05% 171

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

Freedman Financial Associates's CARR Position: Q2 2022 in Review

Freedman Financial Associates sold out of Carrier Global (CARR) in Q2 2022, closing a stake of 1,530 shares — an estimated $69K sold.

Freedman Financial Associates first reported a position in CARR in Q4 2020 and held it in 6 quarters. The position peaked at $83K in Q4 2021. 1,172 funds tracked by Wall St. Rank hold CARR as of Q2 2022.

  • Freedman Financial Associates reported no remaining Carrier Global position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 1,530 Carrier Global shares in Q2 2022, an estimated $69K.
  • Freedman Financial Associates first reported a position in Carrier Global in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Carrier Global position peaked at $83K in Q4 2021.
  • 1,172 funds tracked by Wall St. Rank held Carrier Global as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.