Pacific Financial Group’s Carrier Global CARR Stock Holding History

Pacific Financial Group’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
2020 Q4	–	Sell	-2	Closed	–	–	65
2020 Q3	$0	Buy	+2	New	+$57	﹤0.01%	125

Other funds holding CARR

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

Pacific Financial Group's CARR Position: Q4 2020 in Review

Pacific Financial Group sold out of Carrier Global (CARR) in Q4 2020, closing a stake of 2 shares.

Pacific Financial Group first reported a position in CARR in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 1,224 funds tracked by Wall St. Rank hold CARR as of Q4 2020.

Pacific Financial Group reported no remaining Carrier Global position as of Q4 2020 after selling out during the quarter.
Pacific Financial Group sold 2 Carrier Global shares in Q4 2020.
Pacific Financial Group first reported a position in Carrier Global in Q3 2020 and held it in 1 quarter.
Pacific Financial Group's Carrier Global position peaked at $0 in Q3 2020.
1,224 funds tracked by Wall St. Rank held Carrier Global as of Q4 2020.

Based on Pacific Financial Group's 13F filing for Q4 2020, filed 12 Jan 2021.