Jacobs Levy Equity Management
CARR icon

Jacobs Levy Equity Management’s Carrier Global CARR Stock Holding History

Jacobs Levy Equity Management’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
2025
Q4 		– Sell
-13,184
Closed -$787K – 937
2025
Q3 		$787K Sell
13,184
-159,883
-92% -$10.9M ﹤0.01% 761
2025
Q2 		$12.7M Sell
173,067
-73,023
-30% -$4.95M 0.05% 271
2025
Q1 		$15.6M Sell
246,090
-876,455
-78% -$58.2M 0.06% 266
2024
Q4 		$76.6M Buy
1,122,545
+1,079,103
+2,484% +$81.4M 0.27% 89
2024
Q3 		$3.5M Buy
+43,442
New +$3.02M 0.01% 504
2021
Q4 		– Sell
-34,368
Closed -$1.78M – 979
2021
Q3 		$1.78M Buy
+34,368
New +$1.85M 0.01% 632

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return