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Level Financial Advisors’s Carrier Global CARR Stock Holding History

Level Financial Advisors’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
-320
Closed -$18.4K – 103
2023
Q4 		$18.4K Hold
320
– – 0.01% 164
2023
Q3 		$17.7K Hold
320
– – 0.01% 156
2023
Q2 		$15.9K Hold
320
– – 0.01% 163
2023
Q1 		$14.6K Hold
320
– – 0.01% 155
2022
Q4 		$13K Hold
320
– – 0.01% 149
2022
Q3 		$11K Hold
320
– – 0.01% 169
2022
Q2 		$11K Hold
320
– – 0.01% 180
2022
Q1 		$15K Hold
320
– – 0.01% 139
2021
Q4 		$17K Buy
+320
New +$17.3K 0.01% 139

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

Level Financial Advisors's CARR Position: Q1 2024 in Review

Level Financial Advisors sold out of Carrier Global (CARR) in Q1 2024, closing a stake of 320 shares — an estimated $18.4K sold.

Level Financial Advisors first reported a position in CARR in Q4 2021 and held it in 9 quarters. The position peaked at $18.4K in Q4 2023. 1,413 funds tracked by Wall St. Rank hold CARR as of Q1 2024.

  • Level Financial Advisors reported no remaining Carrier Global position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 320 Carrier Global shares in Q1 2024, an estimated $18.4K.
  • Level Financial Advisors first reported a position in Carrier Global in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Carrier Global position peaked at $18.4K in Q4 2023.
  • 1,413 funds tracked by Wall St. Rank held Carrier Global as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.