PWM
CARR icon

Palumbo Wealth Management’s Carrier Global CARR Stock Holding History

Palumbo Wealth Management’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
2021
Q4 		– Sell
-16,436
Closed -$851K – 91
2021
Q3 		$851K Buy
+16,436
New +$885K 0.56% 35
2021
Q1 		– Sell
-17,461
Closed -$659K – 100
2020
Q4 		$659K Buy
+17,461
New +$632K 0.53% 42

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 $717B AUM 35.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Palumbo Wealth Management's CARR Position: Q4 2021 in Review

Palumbo Wealth Management sold out of Carrier Global (CARR) in Q4 2021, closing a stake of 16,436 shares — an estimated $851K sold.

Palumbo Wealth Management first reported a position in CARR in Q4 2020 and held it in 2 quarters. The position peaked at $851K in Q3 2021. 1,345 funds tracked by Wall St. Rank hold CARR as of Q4 2021.

  • Palumbo Wealth Management reported no remaining Carrier Global position as of Q4 2021 after selling out during the quarter.
  • Palumbo Wealth Management sold 16,436 Carrier Global shares in Q4 2021, an estimated $851K.
  • Palumbo Wealth Management first reported a position in Carrier Global in Q4 2020 and held it in 2 quarters.
  • Palumbo Wealth Management's Carrier Global position peaked at $851K in Q3 2021.
  • 1,345 funds tracked by Wall St. Rank held Carrier Global as of Q4 2021.

Based on Palumbo Wealth Management's 13F filing for Q4 2021, filed 16 Feb 2022.