PAI
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Pittenger & Anderson Inc’s Carrier Global CARR Stock Holding History

Pittenger & Anderson Inc’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
Q3 		– Sell
-5,205
Closed -$381K – 459
2025
Q2 		$381K Sell
5,205
-185
-3% -$12.6K 0.01% 192
2025
Q1 		$342K Hold
5,390
– – 0.01% 191
2024
Q4 		$368K Hold
5,390
– – 0.01% 199
2024
Q3 		$434K Hold
5,390
– – 0.02% 190
2024
Q2 		$340K Hold
5,390
– – 0.01% 197
2024
Q1 		$313K Sell
5,390
-1,000
-16% -$56.2K 0.01% 206
2023
Q4 		$367K Buy
6,390
+1,042
+19% +$55.1K 0.02% 190
2023
Q3 		$295K Buy
5,348
+1,635
+44% +$90K 0.01% 180
2023
Q2 		$185K Sell
3,713
-78
-2% -$3.43K 0.01% 209
2023
Q1 		$173K Sell
3,791
-35
-0.9% -$1.57K 0.01% 211
2022
Q4 		$158K Sell
3,826
-102
-3% -$4.14K 0.01% 216
2022
Q3 		$140K Sell
3,928
-1,026
-21% -$40.4K 0.01% 215
2022
Q2 		$177K Hold
4,954
– – 0.01% 205
2022
Q1 		$227K Buy
4,954
+770
+18% +$36.3K 0.01% 202
2021
Q4 		$227K Buy
4,184
+2,651
+173% +$143K 0.01% 204
2021
Q3 		$79K Buy
+1,533
New +$82.5K ﹤0.01% 245
2021
Q1 		– Sell
-385
Closed -$15K – 397
2020
Q4 		$15K Buy
+385
New +$13.9K ﹤0.01% 298

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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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return