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Geller Advisors’s Carrier Global CARR Stock Holding History

Geller 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 		$823K Buy
12,017
+116
+1% +$8.75K 0.05% 80
2024
Q3 		$958K Sell
11,901
-162
-1% -$11.3K 0.07% 75
2024
Q2 		$763K Sell
12,063
-6
-0% -$368 0.06% 98
2024
Q1 		$702K Buy
12,069
+137
+1% +$7.7K 0.06% 102
2023
Q4 		$688K Sell
11,932
-197
-2% -$10.4K 0.07% 93
2023
Q3 		$670K Buy
12,129
+3,209
+36% +$177K 0.08% 77
2023
Q2 		$445K Buy
+8,920
New +$392K 0.06% 135

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

Geller Advisors's CARR Position: Q4 2024 in Review

Geller Advisors increased its Carrier Global (CARR) stake by 0.97% in Q4 2024, buying an estimated $8.75K and bringing the position to 12,017 shares worth $823K. The position accounts for 0.05% of the portfolio, ranked #80.

Geller Advisors first reported a position in CARR in Q2 2023 and has held it in 7 quarters since. The position peaked at $958K in Q3 2024. 1,556 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

  • Geller Advisors held 12,017 shares of Carrier Global worth $823K as of Q4 2024.
  • Geller Advisors bought 116 Carrier Global shares in Q4 2024, an estimated $8.75K.
  • Carrier Global made up 0.05% of Geller Advisors's portfolio in Q4 2024, its #80 holding.
  • Geller Advisors first reported a position in Carrier Global in Q2 2023 and has held it in 7 quarters since.
  • Geller Advisors's Carrier Global position peaked at $958K in Q3 2024.
  • 1,556 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.