Nichols & Pratt Advisers’s Carrier Global CARR Stock Holding History

Nichols & Pratt Advisers’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 Q4	–	Sell	-2,950	Closed	-$237K	–	103
2024 Q3	$237K	Buy	+2,950	New	+$205K	0.02%	99
2022 Q2	–	Sell	-5,010	Closed	-$230K	–	89
2022 Q1	$230K	Sell	5,010 -1,050	-17%	-$49.4K	0.02%	93
2021 Q4	$328K	Sell	6,060 -2,450	-29%	-$132K	0.02%	86
2021 Q3	$446K	Sell	8,510 -6,850	-45%	-$369K	0.03%	79
2021 Q2	$746K	Sell	15,360 -13,480	-47%	-$602K	0.06%	74
2021 Q1	$1.22M	Sell	28,840 -5,935	-17%	-$231K	0.09%	63
2020 Q4	$1.31M	Sell	34,775 -16,424	-32%	-$595K	0.1%	59
2020 Q3	$1.56M	Sell	51,199 -85,077	-62%	-$2.41M	0.14%	53
2020 Q2	$3.03M	Buy	+136,276	New	+$2.53M	0.27%	48

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Nichols & Pratt Advisers's CARR Position: Q4 2024 in Review

Nichols & Pratt Advisers sold out of Carrier Global (CARR) in Q4 2024, closing a stake of 2,950 shares — an estimated $237K sold.

Nichols & Pratt Advisers first reported a position in CARR in Q2 2020 and held it in 9 quarters. The position peaked at $3.03M in Q2 2020. 1,556 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

Nichols & Pratt Advisers reported no remaining Carrier Global position as of Q4 2024 after selling out during the quarter.
Nichols & Pratt Advisers sold 2,950 Carrier Global shares in Q4 2024, an estimated $237K.
Nichols & Pratt Advisers first reported a position in Carrier Global in Q2 2020 and held it in 9 quarters.
Nichols & Pratt Advisers's Carrier Global position peaked at $3.03M in Q2 2020.
1,556 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on Nichols & Pratt Advisers's 13F filing for Q4 2024, filed 5 Feb 2025.