MPS Loria Financial Planners’s Carrier Global CARR Stock Holding History

MPS Loria Financial Planners’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 Q1	–	Sell	-4,344	Closed	-$250K	–	81
2023 Q4	$250K	Buy	4,344 +18	+0.4%	+$952	0.09%	75
2023 Q3	$239K	Hold	4,326	–	–	0.09%	71
2023 Q2	$215K	Sell	4,326 -66	-2%	-$2.9K	0.08%	76
2023 Q1	$201K	Buy	+4,392	New	+$197K	0.08%	72
2022 Q2	–	Sell	-4,499	Closed	-$206K	–	76
2022 Q1	$206K	Hold	4,499	–	–	0.09%	81
2021 Q4	$244K	Hold	4,499	–	–	0.1%	72
2021 Q3	$232K	Hold	4,499	–	–	0.11%	70
2021 Q2	$219K	Buy	4,499 +27	+0.6%	+$1.21K	0.1%	77
2021 Q1	$188K	Hold	4,472	–	–	0.09%	84
2020 Q4	$166K	Buy	4,472 +72	+2%	+$2.61K	0.07%	87
2020 Q3	$134K	Hold	4,400	–	–	0.07%	88
2020 Q2	$98K	Buy	+4,400	New	+$81.8K	0.05%	105

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

MPS Loria Financial Planners's CARR Position: Q1 2024 in Review

MPS Loria Financial Planners sold out of Carrier Global (CARR) in Q1 2024, closing a stake of 4,344 shares — an estimated $250K sold.

MPS Loria Financial Planners first reported a position in CARR in Q2 2020 and held it in 12 quarters. The position peaked at $250K in Q4 2023. 1,413 funds tracked by Wall St. Rank hold CARR as of Q1 2024.

MPS Loria Financial Planners reported no remaining Carrier Global position as of Q1 2024 after selling out during the quarter.
MPS Loria Financial Planners sold 4,344 Carrier Global shares in Q1 2024, an estimated $250K.
MPS Loria Financial Planners first reported a position in Carrier Global in Q2 2020 and held it in 12 quarters.
MPS Loria Financial Planners's Carrier Global position peaked at $250K in Q4 2023.
1,413 funds tracked by Wall St. Rank held Carrier Global as of Q1 2024.

Based on MPS Loria Financial Planners's 13F filing for Q1 2024, filed 17 Apr 2024.