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Legacy Wealth Management (Mississippi)’s Carrier Global CARR Stock Holding History

Legacy Wealth Management (Mississippi)’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
2020
Q3 		– Sell
-9,277
Closed -$206K – 97
2020
Q2 		$206K Buy
+9,277
New +$172K 0.16% 96

Other funds holding CARR

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s CARR Position: Q3 2020 in Review

Legacy Wealth Management (Mississippi) sold out of Carrier Global (CARR) in Q3 2020, closing a stake of 9,277 shares — an estimated $206K sold.

Legacy Wealth Management (Mississippi) first reported a position in CARR in Q2 2020 and held it in 1 quarter. The position peaked at $206K in Q2 2020. 1,087 funds tracked by Wall St. Rank hold CARR as of Q3 2020.

  • Legacy Wealth Management (Mississippi) reported no remaining Carrier Global position as of Q3 2020 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 9,277 Carrier Global shares in Q3 2020, an estimated $206K.
  • Legacy Wealth Management (Mississippi) first reported a position in Carrier Global in Q2 2020 and held it in 1 quarter.
  • Legacy Wealth Management (Mississippi)'s Carrier Global position peaked at $206K in Q2 2020.
  • 1,087 funds tracked by Wall St. Rank held Carrier Global as of Q3 2020.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q3 2020, filed 12 Dec 2024.