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LifePlan Financial Group’s Carrier Global CARR Stock Holding History

LifePlan Financial Group’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 		$6K Hold
189
– – ﹤0.01% 455
2020
Q2 		$4K Buy
+189
New +$3.51K ﹤0.01% 488

Other funds holding CARR

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

LifePlan Financial Group's CARR Position: Q3 2020 in Review

LifePlan Financial Group held its Carrier Global (CARR) position steady in Q3 2020 at 189 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

LifePlan Financial Group first reported a position in CARR in Q2 2020 and has held it in 2 quarters since. 1,087 funds tracked by Wall St. Rank hold CARR as of Q3 2020.

  • LifePlan Financial Group held 189 shares of Carrier Global worth $6K as of Q3 2020.
  • LifePlan Financial Group left its Carrier Global share count unchanged in Q3 2020.
  • Carrier Global made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #455 holding.
  • LifePlan Financial Group first reported a position in Carrier Global in Q2 2020 and has held it in 2 quarters since.
  • 1,087 funds tracked by Wall St. Rank held Carrier Global as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.