IFS Advisors’s Carrier Global CARR Stock Holding History

IFS 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
2023 Q3	–	Sell	-31	Closed	-$1.54K	–	148
2023 Q2	$1.54K	Buy	+31	New	+$1.36K	﹤0.01%	112

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

IFS Advisors's CARR Position: Q3 2023 in Review

IFS Advisors sold out of Carrier Global (CARR) in Q3 2023, closing a stake of 31 shares — an estimated $1.54K sold.

IFS Advisors first reported a position in CARR in Q2 2023 and held it in 1 quarter. The position peaked at $1.54K in Q2 2023. 1,312 funds tracked by Wall St. Rank hold CARR as of Q3 2023.

IFS Advisors reported no remaining Carrier Global position as of Q3 2023 after selling out during the quarter.
IFS Advisors sold 31 Carrier Global shares in Q3 2023, an estimated $1.54K.
IFS Advisors first reported a position in Carrier Global in Q2 2023 and held it in 1 quarter.
IFS Advisors's Carrier Global position peaked at $1.54K in Q2 2023.
1,312 funds tracked by Wall St. Rank held Carrier Global as of Q3 2023.

Based on IFS Advisors's 13F filing for Q3 2023, filed 1 Nov 2023.