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Householder Group Estate & Retirement Specialist’s Carrier Global CARR Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$2K Sell
39
-445
-92% -$33.6K ﹤0.01% 471
2024
Q3 		$38K Hold
484
– – 0.01% 535
2024
Q2 		$30K Buy
484
+39
+9% +$2.4K 0.01% 579
2024
Q1 		$25.9K Hold
445
– – 0.01% 613
2023
Q4 		$25K Sell
445
-141
-24% -$7.46K 0.01% 588
2023
Q3 		$32.3K Buy
+586
New +$32.2K 0.01% 539
2023
Q1 		$71K Sell
1,542
-180
-10% -$8.06K 0.03% 368
2022
Q4 		$71K Hold
1,722
– – 0.11% 93
2022
Q3 		$61K Buy
+1,722
New +$67.8K 0.03% 359

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CARR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Carrier Global (CARR) stake by 92% in Q4 2024, selling an estimated $33.6K and leaving 39 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Householder Group Estate & Retirement Specialist first reported a position in CARR in Q3 2022 and has held it in 9 quarters since. The position peaked at $71K in Q1 2023. 1,557 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 39 shares of Carrier Global worth $2K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 445 Carrier Global shares in Q4 2024, an estimated $33.6K.
  • Carrier Global made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #471 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Carrier Global in Q3 2022 and has held it in 9 quarters since.
  • Householder Group Estate & Retirement Specialist's Carrier Global position peaked at $71K in Q1 2023.
  • 1,557 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.