JWM
CARR icon

Janiczek Wealth Management’s Carrier Global CARR Stock Holding History

Janiczek Wealth 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
2024
Q2 		$38.4K Sell
608
-50
-8% -$3.07K 0.01% 445
2024
Q1 		$38.3K Hold
658
– – 0.01% 451
2023
Q4 		$37.9K Buy
658
+5
+0.8% +$265 0.01% 438
2023
Q3 		$36K Hold
653
– – 0.01% 420
2023
Q2 		$32.5K Sell
653
-31
-5% -$1.36K 0.01% 380
2023
Q1 		$30.3K Hold
684
– – 0.01% 384
2022
Q4 		$31K Buy
684
+218
+47% +$8.85K 0.01% 381
2022
Q3 		$17K Buy
466
+117
+34% +$4.61K 0.01% 473
2022
Q2 		$14K Sell
349
-69
-17% -$2.71K ﹤0.01% 514
2022
Q1 		$19K Hold
418
– – 0.01% 462
2021
Q4 		$23K Hold
418
– – 0.01% 450
2021
Q3 		$22K Buy
418
+7
+2% +$377 0.01% 438
2021
Q2 		$20K Hold
411
– – 0.01% 423
2021
Q1 		$17K Sell
411
-45
-10% -$1.75K 0.01% 431
2020
Q4 		$17K Buy
456
+180
+65% +$6.52K 0.01% 372
2020
Q3 		$8K Buy
+276
New +$7.81K ﹤0.01% 265

Other funds holding CARR

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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return