Meridiem Investment Management’s Carrier Global CARR Stock Holding History

Meridiem 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 Q2	–	Sell	-1,600	Closed	-$101K	–	52
2025 Q1	$101K	Hold	1,600	–	–	﹤0.01%	49
2024 Q4	$109K	Hold	1,600	–	–	﹤0.01%	51
2024 Q3	$129K	Hold	1,600	–	–	﹤0.01%	57
2024 Q2	$101K	Sell	1,600 -375	-19%	-$23K	﹤0.01%	50
2024 Q1	$115K	Hold	1,975	–	–	﹤0.01%	53
2023 Q4	$113K	Hold	1,975	–	–	﹤0.01%	63
2023 Q3	$109K	Hold	1,975	–	–	﹤0.01%	52
2023 Q2	$98.2K	Hold	1,975	–	–	﹤0.01%	53
2023 Q1	$90.3K	Hold	1,975	–	–	﹤0.01%	56
2022 Q4	$81.5K	Hold	1,975	–	–	﹤0.01%	61
2022 Q3	$70K	Hold	1,975	–	–	﹤0.01%	65
2022 Q2	$70K	Hold	1,975	–	–	﹤0.01%	61
2022 Q1	$91K	Hold	1,975	–	–	﹤0.01%	63
2021 Q4	$107K	Hold	1,975	–	–	﹤0.01%	62
2021 Q3	$102K	Hold	1,975	–	–	﹤0.01%	64
2021 Q2	$96K	Sell	1,975 -300	-13%	-$13.4K	﹤0.01%	64
2021 Q1	$96K	Buy	+2,275	New	+$88.5K	﹤0.01%	66

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 $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $295B AUM 31.6% 1-Year Est. Return

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

Meridiem Investment Management's CARR Position: Q2 2025 in Review

Meridiem Investment Management sold out of Carrier Global (CARR) in Q2 2025, closing a stake of 1,600 shares — an estimated $101K sold.

Meridiem Investment Management first reported a position in CARR in Q1 2021 and held it in 17 quarters. The position peaked at $129K in Q3 2024. 1,584 funds tracked by Wall St. Rank hold CARR as of Q2 2025.

Meridiem Investment Management reported no remaining Carrier Global position as of Q2 2025 after selling out during the quarter.
Meridiem Investment Management sold 1,600 Carrier Global shares in Q2 2025, an estimated $101K.
Meridiem Investment Management first reported a position in Carrier Global in Q1 2021 and held it in 17 quarters.
Meridiem Investment Management's Carrier Global position peaked at $129K in Q3 2024.
1,584 funds tracked by Wall St. Rank held Carrier Global as of Q2 2025.

Based on Meridiem Investment Management's 13F filing for Q2 2025, filed 23 Jul 2025.