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Investment House LLC’s Carrier Global CARR Stock Holding History

Investment House LLC’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
Q2 		– Sell
-4,075
Closed -$237K – 209
2024
Q1 		$237K Sell
4,075
-1,650
-29% -$92.7K 0.01% 202
2023
Q4 		$329K Sell
5,725
-1,904
-25% -$101K 0.02% 167
2023
Q3 		$421K Hold
7,629
– – 0.03% 149
2023
Q2 		$379K Hold
7,629
– – 0.03% 156
2023
Q1 		$349K Hold
7,629
– – 0.03% 160
2022
Q4 		$315K Hold
7,629
– – 0.03% 153
2022
Q3 		$271K Buy
+7,629
New +$300K 0.03% 161
2021
Q1 		– Sell
-7,704
Closed -$291K – 196
2020
Q4 		$291K Hold
7,704
– – 0.02% 192
2020
Q3 		$235K Buy
+7,704
New +$218K 0.02% 188

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

Investment House LLC's CARR Position: Q2 2024 in Review

Investment House LLC sold out of Carrier Global (CARR) in Q2 2024, closing a stake of 4,075 shares — an estimated $237K sold.

Investment House LLC first reported a position in CARR in Q3 2020 and held it in 9 quarters. The position peaked at $421K in Q3 2023. 1,448 funds tracked by Wall St. Rank hold CARR as of Q2 2024.

  • Investment House LLC reported no remaining Carrier Global position as of Q2 2024 after selling out during the quarter.
  • Investment House LLC sold 4,075 Carrier Global shares in Q2 2024, an estimated $237K.
  • Investment House LLC first reported a position in Carrier Global in Q3 2020 and held it in 9 quarters.
  • Investment House LLC's Carrier Global position peaked at $421K in Q3 2023.
  • 1,448 funds tracked by Wall St. Rank held Carrier Global as of Q2 2024.

Based on Investment House LLC's 13F filing for Q2 2024, filed 22 Jul 2024.