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James Investment Research’s Carrier Global CARR Stock Holding History

James Investment Research’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
2023
Q2 		– Sell
-1,287
Closed -$59K – 318
2023
Q1 		$59K Buy
+1,287
New +$57.6K 0.01% 345

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

James Investment Research's CARR Position: Q2 2023 in Review

James Investment Research sold out of Carrier Global (CARR) in Q2 2023, closing a stake of 1,287 shares — an estimated $59K sold.

James Investment Research first reported a position in CARR in Q1 2023 and held it in 1 quarter. The position peaked at $59K in Q1 2023. 1,258 funds tracked by Wall St. Rank hold CARR as of Q2 2023.

  • James Investment Research reported no remaining Carrier Global position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 1,287 Carrier Global shares in Q2 2023, an estimated $59K.
  • James Investment Research first reported a position in Carrier Global in Q1 2023 and held it in 1 quarter.
  • James Investment Research's Carrier Global position peaked at $59K in Q1 2023.
  • 1,258 funds tracked by Wall St. Rank held Carrier Global as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.