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Operose Advisors’s Carrier Global CARR Stock Holding History

Operose Advisors’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
-42
Closed -$2.87K – 401
2024
Q4 		$2.87K Sell
42
-68
-62% -$5.13K ﹤0.01% 385
2024
Q3 		$8.85K Hold
110
– – ﹤0.01% 506
2024
Q2 		$6.94K Hold
110
– – ﹤0.01% 479
2024
Q1 		$6.39K Hold
110
– – ﹤0.01% 528
2023
Q4 		$6.32K Sell
110
-540
-83% -$28.6K ﹤0.01% 510
2023
Q3 		$35.9K Buy
650
+200
+44% +$11K 0.01% 368
2023
Q2 		$22.4K Hold
450
– – 0.01% 222
2023
Q1 		$20.6K Hold
450
– – 0.01% 221
2022
Q4 		$18.6K Buy
450
+150
+50% +$6.09K 0.01% 226
2022
Q3 		$11K Hold
300
– – 0.01% 251
2022
Q2 		$11K Hold
300
– – 0.01% 231
2022
Q1 		$14K Hold
300
– – 0.01% 234
2021
Q4 		$16K Buy
+300
New +$16.2K 0.01% 223

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 $645B AUM 30.41% 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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return