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Jeppson Wealth Management’s Carrier Global CARR Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-200
Closed -$6K – 177
2020
Q3 		$6K Buy
+200
New +$5.66K ﹤0.01% 435

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State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jeppson Wealth Management's CARR Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Carrier Global (CARR) in Q4 2020, closing a stake of 200 shares — an estimated $6K sold.

Jeppson Wealth Management first reported a position in CARR in Q3 2020 and held it in 1 quarter. The position peaked at $6K in Q3 2020. 1,224 funds tracked by Wall St. Rank hold CARR as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Carrier Global position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 200 Carrier Global shares in Q4 2020, an estimated $6K.
  • Jeppson Wealth Management first reported a position in Carrier Global in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Carrier Global position peaked at $6K in Q3 2020.
  • 1,224 funds tracked by Wall St. Rank held Carrier Global as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.