LF
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Lee Financial’s Carrier Global CARR Stock Holding History

Lee Financial’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
Q1 		– Sell
-158
Closed -$9.11K – 253
2023
Q4 		$9.11K Buy
158
+37
+31% +$1.96K ﹤0.01% 447
2023
Q3 		$6.68K Buy
+121
New +$6.66K ﹤0.01% 476
2021
Q2 		– Sell
-100
Closed -$4K – 668
2021
Q1 		$4K Hold
100
– – ﹤0.01% 436
2020
Q4 		$4K Hold
100
– – ﹤0.01% 429
2020
Q3 		$3K Hold
100
– – ﹤0.01% 485
2020
Q2 		$2K Buy
+100
New +$1.86K ﹤0.01% 483

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return