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Register Financial Advisors’s Carrier Global CARR Stock Holding History

Register Financial 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
2024
Q3 		– Sell
-582
Closed -$36.7K – 365
2024
Q2 		$36.7K Hold
582
– – 0.02% 383
2024
Q1 		$33.8K Buy
+582
New +$32.7K 0.02% 390
2023
Q4 		– Sell
-519
Closed -$28.6K – 354
2023
Q3 		$28.6K Sell
519
-1,100
-68% -$60.5K 0.02% 307
2023
Q2 		$80.5K Hold
1,619
– – 0.06% 222
2023
Q1 		$74.1K Buy
1,619
+200
+14% +$8.95K 0.06% 218
2022
Q4 		$58.5K Buy
+1,419
New +$57.6K 0.04% 340

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Register Financial Advisors's CARR Position: Q3 2024 in Review

Register Financial Advisors sold out of Carrier Global (CARR) in Q3 2024, closing a stake of 582 shares — an estimated $36.7K sold.

Register Financial Advisors first reported a position in CARR in Q4 2022 and held it in 6 quarters. The position peaked at $80.5K in Q2 2023. 1,550 funds tracked by Wall St. Rank hold CARR as of Q3 2024.

  • Register Financial Advisors reported no remaining Carrier Global position as of Q3 2024 after selling out during the quarter.
  • Register Financial Advisors sold 582 Carrier Global shares in Q3 2024, an estimated $36.7K.
  • Register Financial Advisors first reported a position in Carrier Global in Q4 2022 and held it in 6 quarters.
  • Register Financial Advisors's Carrier Global position peaked at $80.5K in Q2 2023.
  • 1,550 funds tracked by Wall St. Rank held Carrier Global as of Q3 2024.

Based on Register Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.