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Minot Wealth Management’s Carrier Global CARR Stock Holding History

Minot Wealth 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
2022
Q2 		– Sell
-4,614
Closed -$212K – 190
2022
Q1 		$212K Sell
4,614
-3
-0.1% -$141 0.05% 184
2021
Q4 		$250K Buy
4,617
+42
+0.9% +$2.27K 0.05% 168
2021
Q3 		$237K Hold
4,575
– – 0.05% 179
2021
Q2 		$225K Buy
+4,575
New +$204K 0.05% 183

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 $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Minot Wealth Management's CARR Position: Q2 2022 in Review

Minot Wealth Management sold out of Carrier Global (CARR) in Q2 2022, closing a stake of 4,614 shares — an estimated $212K sold.

Minot Wealth Management first reported a position in CARR in Q2 2021 and held it in 4 quarters. The position peaked at $250K in Q4 2021. 1,173 funds tracked by Wall St. Rank hold CARR as of Q2 2022.

  • Minot Wealth Management reported no remaining Carrier Global position as of Q2 2022 after selling out during the quarter.
  • Minot Wealth Management sold 4,614 Carrier Global shares in Q2 2022, an estimated $212K.
  • Minot Wealth Management first reported a position in Carrier Global in Q2 2021 and held it in 4 quarters.
  • Minot Wealth Management's Carrier Global position peaked at $250K in Q4 2021.
  • 1,173 funds tracked by Wall St. Rank held Carrier Global as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.