JDM Financial Group’s Carrier Global CARR Stock Holding History

JDM Financial Group’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	-13	Closed	-$981	–	351
2024 Q3	$1.05K	Buy	+13	New	+$905	﹤0.01%	306

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JDM Financial Group's CARR Position: Q4 2024 in Review

JDM Financial Group sold out of Carrier Global (CARR) in Q4 2024, closing a stake of 13 shares — an estimated $981 sold.

JDM Financial Group first reported a position in CARR in Q3 2024 and held it in 1 quarter. The position peaked at $1.05K in Q3 2024. 1,556 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

JDM Financial Group reported no remaining Carrier Global position as of Q4 2024 after selling out during the quarter.
JDM Financial Group sold 13 Carrier Global shares in Q4 2024, an estimated $981.
JDM Financial Group first reported a position in Carrier Global in Q3 2024 and held it in 1 quarter.
JDM Financial Group's Carrier Global position peaked at $1.05K in Q3 2024.
1,556 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on JDM Financial Group's 13F filing for Q4 2024, filed 18 Feb 2025.