Oarsman Capital’s Carrier Global CARR Stock Holding History

Oarsman Capital’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
2025 Q1	–	Sell	-575	Closed	-$39.3K	–	339
2024 Q4	$39.3K	Hold	575	–	–	0.01%	485
2024 Q3	$46.3K	Buy	+575	New	+$40K	0.01%	464

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oarsman Capital's CARR Position: Q1 2025 in Review

Oarsman Capital sold out of Carrier Global (CARR) in Q1 2025, closing a stake of 575 shares — an estimated $39.3K sold.

Oarsman Capital first reported a position in CARR in Q3 2024 and held it in 2 quarters. The position peaked at $46.3K in Q3 2024. 1,526 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

Oarsman Capital reported no remaining Carrier Global position as of Q1 2025 after selling out during the quarter.
Oarsman Capital sold 575 Carrier Global shares in Q1 2025, an estimated $39.3K.
Oarsman Capital first reported a position in Carrier Global in Q3 2024 and held it in 2 quarters.
Oarsman Capital's Carrier Global position peaked at $46.3K in Q3 2024.
1,526 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Oarsman Capital's 13F filing for Q1 2025, filed 14 May 2025.