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Investors Financial Group’s Carrier Global CARR Stock Holding History

Investors Financial Group’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
2022
Q1 		– Sell
-22,482
Closed -$1.22M – 29
2021
Q4 		$1.22M Buy
22,482
+350
+2% +$18.9K 0.57% 49
2021
Q3 		$1.15M Sell
22,132
-815
-4% -$43.9K 0.61% 41
2021
Q2 		$1.11M Buy
22,947
+560
+3% +$25K 0.6% 41
2021
Q1 		$945K Buy
22,387
+5,445
+32% +$212K 0.55% 50
2020
Q4 		$639K Buy
16,942
+905
+6% +$32.8K 0.42% 68
2020
Q3 		$490K Buy
+16,037
New +$454K 0.37% 78

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Investors Financial Group's CARR Position: Q1 2022 in Review

Investors Financial Group sold out of Carrier Global (CARR) in Q1 2022, closing a stake of 22,482 shares — an estimated $1.22M sold.

Investors Financial Group first reported a position in CARR in Q3 2020 and held it in 6 quarters. The position peaked at $1.22M in Q4 2021. 1,262 funds tracked by Wall St. Rank hold CARR as of Q1 2022.

  • Investors Financial Group reported no remaining Carrier Global position as of Q1 2022 after selling out during the quarter.
  • Investors Financial Group sold 22,482 Carrier Global shares in Q1 2022, an estimated $1.22M.
  • Investors Financial Group first reported a position in Carrier Global in Q3 2020 and held it in 6 quarters.
  • Investors Financial Group's Carrier Global position peaked at $1.22M in Q4 2021.
  • 1,262 funds tracked by Wall St. Rank held Carrier Global as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.