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Morningstar Investment Management’s Carrier Global CARR Stock Holding History

Morningstar 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
2024
Q3 		– Sell
-6,195
Closed -$391K – 221
2024
Q2 		$391K Hold
6,195
– – 0.04% 140
2024
Q1 		$360K Hold
6,195
– – 0.04% 145
2023
Q4 		$356K Buy
+6,195
New +$328K 0.04% 145

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morningstar Investment Management's CARR Position: Q3 2024 in Review

Morningstar Investment Management sold out of Carrier Global (CARR) in Q3 2024, closing a stake of 6,195 shares — an estimated $391K sold.

Morningstar Investment Management first reported a position in CARR in Q4 2023 and held it in 3 quarters. The position peaked at $391K in Q2 2024. 1,549 funds tracked by Wall St. Rank hold CARR as of Q3 2024.

  • Morningstar Investment Management reported no remaining Carrier Global position as of Q3 2024 after selling out during the quarter.
  • Morningstar Investment Management sold 6,195 Carrier Global shares in Q3 2024, an estimated $391K.
  • Morningstar Investment Management first reported a position in Carrier Global in Q4 2023 and held it in 3 quarters.
  • Morningstar Investment Management's Carrier Global position peaked at $391K in Q2 2024.
  • 1,549 funds tracked by Wall St. Rank held Carrier Global as of Q3 2024.

Based on Morningstar Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.