JWCA
CARR icon

J.W. Coons Advisors’s Carrier Global CARR Stock Holding History

J.W. Coons 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
2024
Q4 		– Sell
-2,700
Closed -$217K – 233
2024
Q3 		$217K Buy
+2,700
New +$188K 0.05% 225

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 $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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

J.W. Coons Advisors's CARR Position: Q4 2024 in Review

J.W. Coons Advisors sold out of Carrier Global (CARR) in Q4 2024, closing a stake of 2,700 shares — an estimated $217K sold.

J.W. Coons Advisors first reported a position in CARR in Q3 2024 and held it in 1 quarter. The position peaked at $217K in Q3 2024. 1,556 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

  • J.W. Coons Advisors reported no remaining Carrier Global position as of Q4 2024 after selling out during the quarter.
  • J.W. Coons Advisors sold 2,700 Carrier Global shares in Q4 2024, an estimated $217K.
  • J.W. Coons Advisors first reported a position in Carrier Global in Q3 2024 and held it in 1 quarter.
  • J.W. Coons Advisors's Carrier Global position peaked at $217K in Q3 2024.
  • 1,556 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on J.W. Coons Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.