Lenox Wealth Management’s Carrier Global CARR Stock Holding History

Lenox Wealth Management’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 Q2	$11K	Buy	+508	New	+$9.44K	﹤0.01%	423

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lenox Wealth Management's CARR Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in Carrier Global (CARR) in Q2 2020: 508 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings.

1,014 funds tracked by Wall St. Rank hold CARR as of Q2 2020.

Lenox Wealth Management held 508 shares of Carrier Global worth $11K as of Q2 2020.
Carrier Global was a new Lenox Wealth Management position in Q2 2020.
Carrier Global made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #423 holding.
1,014 funds tracked by Wall St. Rank held Carrier Global as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.