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GYL Financial Synergies’s Carrier Global CARR Stock Holding History

GYL Financial Synergies’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 		$1.05M Buy
13,065
+64
+0.5% +$4.46K 0.08% 182
2024
Q2 		$820K Buy
13,001
+4
+0% +$246 0.06% 191
2024
Q1 		$756K Sell
12,997
-253
-2% -$14.2K 0.06% 203
2023
Q4 		$761K Sell
13,250
-277
-2% -$14.7K 0.06% 204
2023
Q3 		$747K Buy
13,527
+1,313
+11% +$72.3K 0.07% 204
2023
Q2 		$607K Buy
12,214
+231
+2% +$10.2K 0.06% 222
2023
Q1 		$548K Buy
11,983
+128
+1% +$5.73K 0.07% 181
2022
Q4 		$489K Sell
11,855
-135
-1% -$5.48K 0.11% 131
2022
Q3 		$426K Buy
11,990
+11
+0.1% +$433 0.12% 118
2022
Q2 		$427K Sell
11,979
-1,961
-14% -$77K 0.12% 112
2022
Q1 		$639K Buy
13,940
+337
+2% +$15.9K 0.15% 85
2021
Q4 		$738K Buy
13,603
+978
+8% +$52.8K 0.2% 82
2021
Q3 		$653K Buy
12,625
+1,181
+10% +$63.6K 0.33% 74
2021
Q2 		$556K Sell
11,444
-139
-1% -$6.21K 0.29% 88
2021
Q1 		$489K Sell
11,583
-1,668
-13% -$64.9K 0.27% 96
2020
Q4 		$500K Sell
13,251
-197
-1% -$7.13K 0.29% 87
2020
Q3 		$411K Buy
13,448
+3,267
+32% +$92.4K 0.27% 98
2020
Q2 		$226K Buy
+10,181
New +$189K 0.16% 137

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

GYL Financial Synergies's CARR Position: Q3 2024 in Review

GYL Financial Synergies increased its Carrier Global (CARR) stake by 0.49% in Q3 2024, buying an estimated $4.46K and bringing the position to 13,065 shares worth $1.05M. The position accounts for 0.08% of the portfolio, ranked #182.

GYL Financial Synergies first reported a position in CARR in Q2 2020 and has held it in 18 quarters since. 1,549 funds tracked by Wall St. Rank hold CARR as of Q3 2024.

  • GYL Financial Synergies held 13,065 shares of Carrier Global worth $1.05M as of Q3 2024.
  • GYL Financial Synergies bought 64 Carrier Global shares in Q3 2024, an estimated $4.46K.
  • Carrier Global made up 0.08% of GYL Financial Synergies's portfolio in Q3 2024, its #182 holding.
  • GYL Financial Synergies first reported a position in Carrier Global in Q2 2020 and has held it in 18 quarters since.
  • 1,549 funds tracked by Wall St. Rank held Carrier Global as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.