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MD Financial Management’s Carrier Global CARR Stock Holding History

MD Financial 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
2021
Q4 		$1.88M Buy
34,740
+6,694
+24% +$361K 0.05% 216
2021
Q3 		$1.45M Sell
28,046
-10,571
-27% -$569K 0.04% 235
2021
Q2 		$1.88M Buy
+38,617
New +$1.73M 0.05% 204

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 $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MD Financial Management's CARR Position: Q4 2021 in Review

MD Financial Management increased its Carrier Global (CARR) stake by 24% in Q4 2021, buying an estimated $361K and bringing the position to 34,740 shares worth $1.88M. The position accounts for 0.05% of the portfolio, ranked #216.

MD Financial Management first reported a position in CARR in Q2 2021 and has held it in 3 quarters since. 1,345 funds tracked by Wall St. Rank hold CARR as of Q4 2021.

  • MD Financial Management held 34,740 shares of Carrier Global worth $1.88M as of Q4 2021.
  • MD Financial Management bought 6,694 Carrier Global shares in Q4 2021, an estimated $361K.
  • Carrier Global made up 0.05% of MD Financial Management's portfolio in Q4 2021, its #216 holding.
  • MD Financial Management first reported a position in Carrier Global in Q2 2021 and has held it in 3 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Carrier Global as of Q4 2021.

Based on MD Financial Management's 13F filing for Q4 2021, filed 14 Feb 2022.