Matthew Goff Investment Advisor’s Carrier Global CARR Stock Holding History

Matthew Goff Investment Advisor’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 Q1	–	Sell	-3,084	Closed	-$211K	–	105
2024 Q4	$211K	Sell	3,084 -126	-4%	-$9.5K	0.04%	101
2024 Q3	$258K	Sell	3,210 -30	-0.9%	-$2.09K	0.05%	95
2024 Q2	$204K	Buy	+3,240	New	+$199K	0.04%	96
2022 Q1	–	Sell	-4,211	Closed	-$228K	–	82
2021 Q4	$228K	Sell	4,211 -29,810	-88%	-$1.61M	0.05%	77
2021 Q3	$1.76M	Sell	34,021 -309	-0.9%	-$16.6K	0.43%	41
2021 Q2	$1.67M	Sell	34,330 -2	-0%	-$89	0.42%	46
2021 Q1	$1.45M	Sell	34,332 -1,497	-4%	-$58.2K	0.41%	49
2020 Q4	$1.35M	Sell	35,829 -721	-2%	-$26.1K	0.4%	44
2020 Q3	$1.12M	Sell	36,550 -2,407	-6%	-$68.1K	0.36%	45
2020 Q2	$866K	Buy	+38,957	New	+$724K	0.28%	50

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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Matthew Goff Investment Advisor's CARR Position: Q1 2025 in Review

Matthew Goff Investment Advisor sold out of Carrier Global (CARR) in Q1 2025, closing a stake of 3,084 shares — an estimated $211K sold.

Matthew Goff Investment Advisor first reported a position in CARR in Q2 2020 and held it in 10 quarters. The position peaked at $1.76M in Q3 2021. 1,523 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

Matthew Goff Investment Advisor reported no remaining Carrier Global position as of Q1 2025 after selling out during the quarter.
Matthew Goff Investment Advisor sold 3,084 Carrier Global shares in Q1 2025, an estimated $211K.
Matthew Goff Investment Advisor first reported a position in Carrier Global in Q2 2020 and held it in 10 quarters.
Matthew Goff Investment Advisor's Carrier Global position peaked at $1.76M in Q3 2021.
1,523 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Matthew Goff Investment Advisor's 13F filing for Q1 2025, filed 21 Apr 2025.