KFS
CARR icon

Kelly Financial Services’s Carrier Global CARR Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-533
Closed -$33.6K – 209
2024
Q2 		$33.6K Buy
533
+1
+0.2% +$61 0.01% 273
2024
Q1 		$30.9K Buy
532
+2
+0.4% +$112 0.01% 275
2023
Q4 		$30.5K Buy
530
+1
+0.2% +$53 0.01% 260
2023
Q3 		$29.2K Buy
529
+2
+0.4% +$110 0.01% 244
2023
Q2 		$26.2K Buy
527
+2
+0.4% +$88 0.01% 259
2023
Q1 		$24K Buy
525
+2
+0.4% +$90 0.01% 260
2022
Q4 		$21.6K Buy
523
+2
+0.4% +$81 0.01% 260
2022
Q3 		$18.5K Buy
521
+2
+0.4% +$79 0.01% 264
2022
Q2 		$18.5K Buy
519
+1
+0.2% +$39 0.01% 260
2022
Q1 		$23.7K Buy
518
+2
+0.4% +$94 0.01% 257
2021
Q4 		$28K Buy
516
+1
+0.2% +$54 0.01% 233
2021
Q3 		$26.7K Sell
515
-24,471
-98% -$1.32M 0.02% 225
2021
Q2 		$514K Buy
24,986
+24,473
+4,771% +$1.09M 0.02% 174
2021
Q1 		$21.7K Buy
513
+2
+0.4% +$78 0.01% 218
2020
Q4 		$19.3K Buy
511
+1
+0.2% +$36 0.01% 200
2020
Q3 		$15.6K Sell
510
-23
-4% -$651 0.01% 205
2020
Q2 		$11.8K Buy
+533
New +$9.9K 0.01% 221

Other funds holding CARR

Capital Research Global Investors
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 $5.7T 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 $1.47T 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