Jim Simons
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Jim Simons’s Carrier Global CARR Stock Holding History

Jim Simons’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
2026
Q1 		– Sell
-1,239,100
Closed -$65.5M – 3291
2025
Q4 		$65.5M Buy
+1,239,100
New +$68.9M 0.1% 224
2025
Q2 		– Sell
-43,500
Closed -$2.76M – 3580
2025
Q1 		$2.76M Buy
+43,500
New +$2.89M ﹤0.01% 1794
2024
Q2 		– Sell
-375,400
Closed -$21.8M – 3526
2024
Q1 		$21.8M Buy
+375,400
New +$21.1M 0.03% 594
2023
Q3 		– Sell
-7,805
Closed -$388K – 3699
2023
Q2 		$388K Sell
7,805
-1,567,626
-100% -$69M ﹤0.01% 3004
2023
Q1 		$72.1M Sell
1,575,431
-1,877,800
-54% -$84M 0.1% 254
2022
Q4 		$142M Sell
3,453,231
-1,520,300
-31% -$61.7M 0.19% 108
2022
Q3 		$177M Sell
4,973,531
-1,701,200
-25% -$67M 0.25% 78
2022
Q2 		$238M Buy
6,674,731
+1,367,800
+26% +$53.7M 0.28% 62
2022
Q1 		$243M Buy
5,306,931
+2,958,400
+126% +$139M 0.29% 61
2021
Q4 		$127M Sell
2,348,531
-631,195
-21% -$34.1M 0.16% 134
2021
Q3 		$154M Buy
2,979,726
+118,700
+4% +$6.39M 0.2% 98
2021
Q2 		$139M Sell
2,861,026
-52,900
-2% -$2.36M 0.17% 103
2021
Q1 		$123M Sell
2,913,926
-297,594
-9% -$11.6M 0.15% 131
2020
Q4 		$121M Buy
3,211,520
+1,786,139
+125% +$64.7M 0.13% 150
2020
Q3 		$43.5M Buy
1,425,381
+842,481
+145% +$23.8M 0.04% 425
2020
Q2 		$13M Buy
+582,900
New +$10.8M 0.01% 1073

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $336B AUM 34.66% 1-Year Est. Return

Jim Simons's CARR Position: Q1 2026 in Review

Jim Simons sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 1,239,100 shares — an estimated $65.5M sold.

Jim Simons first reported a position in CARR in Q2 2020 and held it in 16 quarters. The position peaked at $243M in Q1 2022. 1,492 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Jim Simons reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
  • Jim Simons sold 1,239,100 Carrier Global shares in Q1 2026, an estimated $65.5M.
  • Jim Simons first reported a position in Carrier Global in Q2 2020 and held it in 16 quarters.
  • Jim Simons's Carrier Global position peaked at $243M in Q1 2022.
  • 1,492 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.