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Jefferies Financial Group’s Carrier Global CARR Stock Holding History

Jefferies 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
2023
Q4 		– Sell
-17,000
Closed -$938K – 1720
2023
Q3 		$938K Buy
+17,000
New +$936K 0.01% 856

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Jefferies Financial Group's CARR Position: Q1 2026 in Review

Jefferies Financial Group increased its Carrier Global (CARR) stake by 114% in Q1 2026, buying an estimated $4.35M and bringing the position to 137,780 shares worth $7.76M. The position accounts for 0.05% of the portfolio, ranked #248.

Jefferies Financial Group first reported a position in CARR in Q4 2022 and has held it in 12 quarters since. 1,489 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Jefferies Financial Group held 137,780 shares of Carrier Global worth $7.76M as of Q1 2026.
  • Jefferies Financial Group bought 73,493 Carrier Global shares in Q1 2026, an estimated $4.35M.
  • Carrier Global made up 0.05% of Jefferies Financial Group's portfolio in Q1 2026, its #248 holding.
  • Jefferies Financial Group first reported a position in Carrier Global in Q4 2022 and has held it in 12 quarters since.
  • 1,489 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.