HBC Financial Services’s Carrier Global CARR Stock Holding History

HBC Financial Services’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	$1K	Hold	25	–	–	﹤0.01%	172
2024 Q3	$1K	Hold	25	–	–	﹤0.01%	171
2024 Q2	$1K	Hold	25	–	–	﹤0.01%	147
2024 Q1	$1K	Hold	25	–	–	﹤0.01%	147
2023 Q4	$1K	Hold	25	–	–	﹤0.01%	145
2023 Q3	$1K	Hold	25	–	–	﹤0.01%	154
2023 Q2	$1K	Hold	25	–	–	﹤0.01%	148
2023 Q1	$1K	Hold	25	–	–	﹤0.01%	165
2022 Q4	$1K	Hold	25	–	–	﹤0.01%	149
2022 Q3	$0	Hold	25	–	–	﹤0.01%	167
2022 Q2	$0	Hold	25	–	–	﹤0.01%	171
2022 Q1	$1K	Hold	25	–	–	﹤0.01%	153
2021 Q4	$1K	Hold	25	–	–	﹤0.01%	160
2021 Q3	$1K	Hold	25	–	–	﹤0.01%	152
2021 Q2	$1K	Hold	25	–	–	﹤0.01%	163
2021 Q1	$1.09K	Hold	25	–	–	﹤0.01%	164
2020 Q4	$1K	Hold	25	–	–	﹤0.01%	149
2020 Q3	$1K	Sell	25 -101	-80%	-$2.86K	﹤0.01%	152
2020 Q2	$3K	Buy	+126	New	+$2.34K	﹤0.01%	138

Other funds holding CARR

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 New York $5.7T 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T 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 San Francisco, California $182B AUM 14.68% 1-Year Est. Return