ME
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McIlrath & Eck’s Carrier Global CARR Stock Holding History

McIlrath & Eck’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
Q3 		– Sell
-37
Closed -$2.71K – 947
2025
Q2 		$2.71K Buy
+37
New +$2.51K ﹤0.01% 806
2025
Q1 		– Sell
-125
Closed -$8.53K – 939
2024
Q4 		$8.53K Buy
+125
New +$9.43K ﹤0.01% 647
2024
Q2 		– Sell
-90
Closed -$5.23K – 955
2024
Q1 		$5.23K Hold
90
– – ﹤0.01% 713
2023
Q4 		$5.17K Hold
90
– – ﹤0.01% 662
2023
Q3 		$4.97K Hold
90
– – ﹤0.01% 654
2023
Q2 		$4.47K Hold
90
– – ﹤0.01% 693
2023
Q1 		$4.12K Sell
90
-45
-33% -$2.01K ﹤0.01% 699
2022
Q4 		$5.57K Hold
135
– – ﹤0.01% 623
2022
Q3 		$5K Hold
135
– – ﹤0.01% 633
2022
Q2 		$5K Hold
135
– – ﹤0.01% 607
2022
Q1 		$6K Hold
135
– – ﹤0.01% 597
2021
Q4 		$7K Hold
135
– – ﹤0.01% 582
2021
Q3 		$7K Hold
135
– – ﹤0.01% 569
2021
Q2 		$7K Buy
135
+19
+16% +$849 ﹤0.01% 569
2021
Q1 		$5K Buy
116
+8
+7% +$311 ﹤0.01% 584
2020
Q4 		$4K Hold
108
– – ﹤0.01% 554
2020
Q3 		$3K Hold
108
– – ﹤0.01% 543
2020
Q2 		$2K Buy
+108
New +$2.01K ﹤0.01% 583

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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return