Marcum Wealth’s Carrier Global CARR Stock Holding History

Marcum Wealth’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 Q4	–	Sell	-2,616	Closed	-$211K	–	413
2024 Q3	$211K	Buy	+2,616	New	+$182K	0.02%	357

Other funds holding CARR

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Marcum Wealth's CARR Position: Q4 2024 in Review

Marcum Wealth sold out of Carrier Global (CARR) in Q4 2024, closing a stake of 2,616 shares — an estimated $211K sold.

Marcum Wealth first reported a position in CARR in Q3 2024 and held it in 1 quarter. The position peaked at $211K in Q3 2024. 1,557 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

Marcum Wealth reported no remaining Carrier Global position as of Q4 2024 after selling out during the quarter.
Marcum Wealth sold 2,616 Carrier Global shares in Q4 2024, an estimated $211K.
Marcum Wealth first reported a position in Carrier Global in Q3 2024 and held it in 1 quarter.
Marcum Wealth's Carrier Global position peaked at $211K in Q3 2024.
1,557 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on Marcum Wealth's 13F filing for Q4 2024, filed 13 Jan 2025.