Loomis, Sayles & Company
CARR icon

Loomis, Sayles & Company’s Carrier Global CARR Stock Holding History

Loomis, Sayles & Company’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
2025
Q2 		– Sell
-517
Closed -$33K – 731
2025
Q1 		$33K Sell
517
-277
-35% -$18.4K ﹤0.01% 677
2024
Q4 		$54K Buy
+794
New +$59.9K ﹤0.01% 655
2024
Q1 		– Sell
-144
Closed -$8K – 734
2023
Q4 		$8K Sell
144
-110
-43% -$5.82K ﹤0.01% 818
2023
Q3 		$14K Buy
254
+146
+135% +$8.04K ﹤0.01% 724
2023
Q2 		$5K Sell
108
-165
-60% -$7.26K ﹤0.01% 828
2023
Q1 		$12K Buy
+273
New +$12.2K ﹤0.01% 790
2022
Q4 		– Sell
-56
Closed -$2K – 878
2022
Q3 		$2K Hold
56
– – ﹤0.01% 774
2022
Q2 		$2K Sell
56
-33
-37% -$1.29K ﹤0.01% 811
2022
Q1 		$4K Buy
+89
New +$4.19K ﹤0.01% 806
2021
Q4 		– Sell
-266
Closed -$14K – 789
2021
Q3 		$14K Buy
+266
New +$14.3K ﹤0.01% 751

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Loomis, Sayles & Company's CARR Position: Q2 2025 in Review

Loomis, Sayles & Company sold out of Carrier Global (CARR) in Q2 2025, closing a stake of 517 shares — an estimated $33K sold.

Loomis, Sayles & Company first reported a position in CARR in Q3 2021 and held it in 10 quarters. The position peaked at $54K in Q4 2024. 1,584 funds tracked by Wall St. Rank hold CARR as of Q2 2025.

  • Loomis, Sayles & Company reported no remaining Carrier Global position as of Q2 2025 after selling out during the quarter.
  • Loomis, Sayles & Company sold 517 Carrier Global shares in Q2 2025, an estimated $33K.
  • Loomis, Sayles & Company first reported a position in Carrier Global in Q3 2021 and held it in 10 quarters.
  • Loomis, Sayles & Company's Carrier Global position peaked at $54K in Q4 2024.
  • 1,584 funds tracked by Wall St. Rank held Carrier Global as of Q2 2025.

Based on Loomis, Sayles & Company's 13F filing for Q2 2025, filed 13 Aug 2025.