Mawer Investment Management
CARR icon

Mawer Investment Management’s Carrier Global CARR Stock Holding History

Mawer Investment Management’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
-497,405
Closed -$34M – 106
2024
Q4 		$34M Sell
497,405
-61,293
-11% -$4.62M 0.15% 71
2024
Q3 		$45M Sell
558,698
-220,452
-28% -$15.4M 0.2% 66
2024
Q2 		$49.1M Sell
779,150
-37,061
-5% -$2.28M 0.23% 63
2024
Q1 		$47.4M Sell
816,211
-236,475
-22% -$13.3M 0.22% 66
2023
Q4 		$60.5M Sell
1,052,686
-195,866
-16% -$10.4M 0.31% 58
2023
Q3 		$68.9M Sell
1,248,552
-133,726
-10% -$7.36M 0.37% 54
2023
Q2 		$68.7M Sell
1,382,278
-271,287
-16% -$11.9M 0.36% 56
2023
Q1 		$75.7M Buy
1,653,565
+1,788
+0.1% +$80K 0.41% 50
2022
Q4 		$68.1M Buy
1,651,777
+2,721
+0.2% +$110K 0.38% 53
2022
Q3 		$58.6M Sell
1,649,056
-51,664
-3% -$2.03M 0.36% 53
2022
Q2 		$60.6M Sell
1,700,720
-143,570
-8% -$5.64M 0.34% 52
2022
Q1 		$84.6M Sell
1,844,290
-90,105
-5% -$4.24M 0.4% 43
2021
Q4 		$105M Buy
1,934,395
+20,445
+1% +$1.1M 0.47% 39
2021
Q3 		$99.1M Sell
1,913,950
-1,527
-0.1% -$82.2K 0.47% 42
2021
Q2 		$93.1M Buy
1,915,477
+1,005
+0.1% +$44.9K 0.46% 43
2021
Q1 		$80.8M Sell
1,914,472
-385,559
-17% -$15M 0.44% 47
2020
Q4 		$86.8M Buy
2,300,031
+24,829
+1% +$899K 0.51% 45
2020
Q3 		$69.5M Buy
2,275,202
+1,248,750
+122% +$35.3M 0.45% 47
2020
Q2 		$22.8M Buy
+1,026,452
New +$19.1M 0.17% 74

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
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
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

Mawer Investment Management's CARR Position: Q1 2025 in Review

Mawer Investment Management sold out of Carrier Global (CARR) in Q1 2025, closing a stake of 497,405 shares — an estimated $34M sold.

Mawer Investment Management first reported a position in CARR in Q2 2020 and held it in 19 quarters. The position peaked at $105M in Q4 2021. 1,522 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

  • Mawer Investment Management reported no remaining Carrier Global position as of Q1 2025 after selling out during the quarter.
  • Mawer Investment Management sold 497,405 Carrier Global shares in Q1 2025, an estimated $34M.
  • Mawer Investment Management first reported a position in Carrier Global in Q2 2020 and held it in 19 quarters.
  • Mawer Investment Management's Carrier Global position peaked at $105M in Q4 2021.
  • 1,522 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Mawer Investment Management's 13F filing for Q1 2025, filed 7 May 2025.