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Oxler Private Wealth’s Carrier Global CARR Stock Holding History

Oxler Private Wealth’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
2022
Q4 		– Sell
-1,666
Closed -$59.3K – 121
2022
Q3 		$59.3K Buy
1,666
+5
+0.3% +$197 0.03% 178
2022
Q2 		$59.3K Buy
+1,661
New +$65.2K 0.03% 144
2021
Q1 		– Sell
-1,650
Closed -$62K – 135
2020
Q4 		$62K Buy
+1,650
New +$59.7K 0.03% 149

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Oxler Private Wealth's CARR Position: Q4 2022 in Review

Oxler Private Wealth sold out of Carrier Global (CARR) in Q4 2022, closing a stake of 1,666 shares — an estimated $59.3K sold.

Oxler Private Wealth first reported a position in CARR in Q4 2020 and held it in 3 quarters. The position peaked at $62K in Q4 2020. 1,217 funds tracked by Wall St. Rank hold CARR as of Q4 2022.

  • Oxler Private Wealth reported no remaining Carrier Global position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 1,666 Carrier Global shares in Q4 2022, an estimated $59.3K.
  • Oxler Private Wealth first reported a position in Carrier Global in Q4 2020 and held it in 3 quarters.
  • Oxler Private Wealth's Carrier Global position peaked at $62K in Q4 2020.
  • 1,217 funds tracked by Wall St. Rank held Carrier Global as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.