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Ironwood Financial’s Carrier Global CARR Stock Holding History

Ironwood Financial’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
2021
Q4 		– Sell
-771
Closed -$40K – 176
2021
Q3 		$40K Hold
771
– – 0.01% 209
2021
Q2 		$37K Hold
771
– – 0.01% 215
2021
Q1 		$33K Hold
771
– – 0.01% 210
2020
Q4 		$29K Buy
+771
New +$27.9K 0.01% 205

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ironwood Financial's CARR Position: Q4 2021 in Review

Ironwood Financial sold out of Carrier Global (CARR) in Q4 2021, closing a stake of 771 shares — an estimated $40K sold.

Ironwood Financial first reported a position in CARR in Q4 2020 and held it in 4 quarters. The position peaked at $40K in Q3 2021. 1,344 funds tracked by Wall St. Rank hold CARR as of Q4 2021.

  • Ironwood Financial reported no remaining Carrier Global position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 771 Carrier Global shares in Q4 2021, an estimated $40K.
  • Ironwood Financial first reported a position in Carrier Global in Q4 2020 and held it in 4 quarters.
  • Ironwood Financial's Carrier Global position peaked at $40K in Q3 2021.
  • 1,344 funds tracked by Wall St. Rank held Carrier Global as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.