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Gilliland Jeter Wealth Management’s Carrier Global CARR Stock Holding History

Gilliland Jeter Wealth Management’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
-105
Closed -$8.45K – 243
2024
Q3 		$8.45K Hold
105
– – ﹤0.01% 471
2024
Q2 		$6.62K Hold
105
– – ﹤0.01% 477
2024
Q1 		$6.1K Buy
+105
New +$5.9K ﹤0.01% 477

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 $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Gilliland Jeter Wealth Management's CARR Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of Carrier Global (CARR) in Q4 2024, closing a stake of 105 shares — an estimated $8.45K sold.

Gilliland Jeter Wealth Management first reported a position in CARR in Q1 2024 and held it in 3 quarters. The position peaked at $8.45K in Q3 2024. 1,560 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining Carrier Global position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 105 Carrier Global shares in Q4 2024, an estimated $8.45K.
  • Gilliland Jeter Wealth Management first reported a position in Carrier Global in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's Carrier Global position peaked at $8.45K in Q3 2024.
  • 1,560 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.