MWC
CARR icon

MBM Wealth Consultants’s Carrier Global CARR Stock Holding History

MBM Wealth Consultants’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
2023
Q2 		– Sell
-162
Closed -$7K – 126
2023
Q1 		$7K Hold
162
– – ﹤0.01% 224
2022
Q4 		$7K Hold
162
– – ﹤0.01% 249
2022
Q3 		$6K Hold
162
– – ﹤0.01% 229
2022
Q2 		$6K Hold
162
– – ﹤0.01% 234
2022
Q1 		$7K Hold
162
– – ﹤0.01% 250
2021
Q4 		$9K Hold
162
– – ﹤0.01% 236
2021
Q3 		$8K Hold
162
– – ﹤0.01% 241
2021
Q2 		$8K Hold
162
– – ﹤0.01% 225
2021
Q1 		$7K Hold
162
– – ﹤0.01% 219
2020
Q4 		$6K Buy
+162
New +$5.86K ﹤0.01% 197

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

MBM Wealth Consultants's CARR Position: Q2 2023 in Review

MBM Wealth Consultants sold out of Carrier Global (CARR) in Q2 2023, closing a stake of 162 shares — an estimated $7K sold.

MBM Wealth Consultants first reported a position in CARR in Q4 2020 and held it in 10 quarters. The position peaked at $9K in Q4 2021. 1,258 funds tracked by Wall St. Rank hold CARR as of Q2 2023.

  • MBM Wealth Consultants reported no remaining Carrier Global position as of Q2 2023 after selling out during the quarter.
  • MBM Wealth Consultants sold 162 Carrier Global shares in Q2 2023, an estimated $7K.
  • MBM Wealth Consultants first reported a position in Carrier Global in Q4 2020 and held it in 10 quarters.
  • MBM Wealth Consultants's Carrier Global position peaked at $9K in Q4 2021.
  • 1,258 funds tracked by Wall St. Rank held Carrier Global as of Q2 2023.

Based on MBM Wealth Consultants's 13F filing for Q2 2023, filed 24 Jul 2023.