Kovitz Investment Group Partners’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.3M Sell
2025
Q2
$2.96M Buy
2025
Q1
$2.34M Buy
2024
Q4
$2.42M Sell
2024
Q3
$2.15M Buy
2024
Q2
$1.12M Buy