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Richard C. Young & Co’s Carrier Global CARR Stock Holding History

Richard C. Young & Co’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
Q3 		– Sell
-39,490
Closed -$877K – 71
2020
Q2 		$877K Buy
+39,490
New +$734K 0.15% 74

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

Richard C. Young & Co's CARR Position: Q3 2020 in Review

Richard C. Young & Co sold out of Carrier Global (CARR) in Q3 2020, closing a stake of 39,490 shares — an estimated $877K sold.

Richard C. Young & Co first reported a position in CARR in Q2 2020 and held it in 1 quarter. The position peaked at $877K in Q2 2020. 1,087 funds tracked by Wall St. Rank hold CARR as of Q3 2020.

  • Richard C. Young & Co reported no remaining Carrier Global position as of Q3 2020 after selling out during the quarter.
  • Richard C. Young & Co sold 39,490 Carrier Global shares in Q3 2020, an estimated $877K.
  • Richard C. Young & Co first reported a position in Carrier Global in Q2 2020 and held it in 1 quarter.
  • Richard C. Young & Co's Carrier Global position peaked at $877K in Q2 2020.
  • 1,087 funds tracked by Wall St. Rank held Carrier Global as of Q3 2020.

Based on Richard C. Young & Co's 13F filing for Q3 2020, filed 12 Nov 2020.