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MilWealth Group’s Carrier Global CARR Stock Holding History

MilWealth Group’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
2022
Q1 		– Sell
-251
Closed -$13.6K – 94
2021
Q4 		$13.6K Hold
251
– – 0.01% 72
2021
Q3 		$13K Buy
+251
New +$13.5K 0.01% 72

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

MilWealth Group's CARR Position: Q1 2022 in Review

MilWealth Group sold out of Carrier Global (CARR) in Q1 2022, closing a stake of 251 shares — an estimated $13.6K sold.

MilWealth Group first reported a position in CARR in Q3 2021 and held it in 2 quarters. The position peaked at $13.6K in Q4 2021. 1,262 funds tracked by Wall St. Rank hold CARR as of Q1 2022.

  • MilWealth Group reported no remaining Carrier Global position as of Q1 2022 after selling out during the quarter.
  • MilWealth Group sold 251 Carrier Global shares in Q1 2022, an estimated $13.6K.
  • MilWealth Group first reported a position in Carrier Global in Q3 2021 and held it in 2 quarters.
  • MilWealth Group's Carrier Global position peaked at $13.6K in Q4 2021.
  • 1,262 funds tracked by Wall St. Rank held Carrier Global as of Q1 2022.

Based on MilWealth Group's 13F filing for Q1 2022, filed 9 May 2023.