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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 $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lee Financial's CARR Position: Q1 2024 in Review

Lee Financial sold out of Carrier Global (CARR) in Q1 2024, closing a stake of 158 shares — an estimated $9.11K sold.

Lee Financial first reported a position in CARR in Q2 2020 and held it in 6 quarters. The position peaked at $9.11K in Q4 2023. 1,416 funds tracked by Wall St. Rank hold CARR as of Q1 2024.

  • Lee Financial reported no remaining Carrier Global position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 158 Carrier Global shares in Q1 2024, an estimated $9.11K.
  • Lee Financial first reported a position in Carrier Global in Q2 2020 and held it in 6 quarters.
  • Lee Financial's Carrier Global position peaked at $9.11K in Q4 2023.
  • 1,416 funds tracked by Wall St. Rank held Carrier Global as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.