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

Kovitz Investment Group Partners’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.96M Buy
40,389
+3,484
+9% +$255K 0.01% 543
2025
Q1 		$2.34M Buy
36,905
+1,530
+4% +$97K 0.01% 547
2024
Q4 		$2.42M Sell
35,375
-872
-2% -$59.5K 0.01% 538
2024
Q3 		$2.15M Buy
36,247
+18,474
+104% +$1.1M 0.02% 484
2024
Q2 		$1.12M Buy
+17,773
New +$1.12M 0.01% 515