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L. Roy Papp & Associates’s Carrier Global CARR Stock Holding History

L. Roy Papp & Associates’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
Q4 		– Sell
-2,590
Closed -$208K – 180
2024
Q3 		$208K Buy
+2,590
New +$180K 0.03% 175
2024
Q1 		– Sell
-6,940
Closed -$399K – 179
2023
Q4 		$399K Hold
6,940
– – 0.05% 129
2023
Q3 		$383K Buy
6,940
+224
+3% +$12.3K 0.05% 127
2023
Q2 		$334K Sell
6,716
-1,835
-21% -$80.7K 0.04% 142
2023
Q1 		$391K Sell
8,551
-882
-9% -$39.5K 0.05% 131
2022
Q4 		$389K Hold
9,433
– – 0.05% 131
2022
Q3 		$335K Buy
9,433
+994
+12% +$39.1K 0.05% 138
2022
Q2 		$301K Sell
8,439
-3,324
-28% -$130K 0.04% 144
2022
Q1 		$540K Sell
11,763
-148
-1% -$6.97K 0.07% 122
2021
Q4 		$646K Sell
11,911
-2,000
-14% -$108K 0.07% 120
2021
Q3 		$720K Sell
13,911
-399
-3% -$21.5K 0.09% 116
2021
Q2 		$695K Buy
14,310
+3,952
+38% +$177K 0.09% 118
2021
Q1 		$437K Sell
10,358
-9,353
-47% -$364K 0.06% 133
2020
Q4 		$743K Sell
19,711
-4,713
-19% -$171K 0.09% 113
2020
Q3 		$746K Sell
24,424
-1,974
-7% -$55.8K 0.1% 110
2020
Q2 		$587K Buy
+26,398
New +$491K 0.08% 121

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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 $5.72T 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 $1.56T AUM 27.86% 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 $295B AUM 31.6% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

L. Roy Papp & Associates's CARR Position: Q4 2024 in Review

L. Roy Papp & Associates sold out of Carrier Global (CARR) in Q4 2024, closing a stake of 2,590 shares — an estimated $208K sold.

L. Roy Papp & Associates first reported a position in CARR in Q2 2020 and held it in 16 quarters. The position peaked at $746K in Q3 2020. 1,556 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

  • L. Roy Papp & Associates reported no remaining Carrier Global position as of Q4 2024 after selling out during the quarter.
  • L. Roy Papp & Associates sold 2,590 Carrier Global shares in Q4 2024, an estimated $208K.
  • L. Roy Papp & Associates first reported a position in Carrier Global in Q2 2020 and held it in 16 quarters.
  • L. Roy Papp & Associates's Carrier Global position peaked at $746K in Q3 2020.
  • 1,556 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on L. Roy Papp & Associates's 13F filing for Q4 2024, filed 29 Jan 2025.