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Rothschild & Co Wealth Management (UK)’s Carrier Global CARR Stock Holding History

Rothschild & Co Wealth Management (UK)’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
-145
Closed -$3K – 43
2020
Q2 		$3K Buy
+145
New +$2.69K ﹤0.01% 44

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DSA
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Fiera Capital (Canada)
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Geode Capital Management
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SCA
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Rothschild & Co Wealth Management (UK)'s CARR Position: Q3 2020 in Review

Rothschild & Co Wealth Management (UK) sold out of Carrier Global (CARR) in Q3 2020, closing a stake of 145 shares — an estimated $3K sold.

Rothschild & Co Wealth Management (UK) first reported a position in CARR in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 1,087 funds tracked by Wall St. Rank hold CARR as of Q3 2020.

  • Rothschild & Co Wealth Management (UK) reported no remaining Carrier Global position as of Q3 2020 after selling out during the quarter.
  • Rothschild & Co Wealth Management (UK) sold 145 Carrier Global shares in Q3 2020, an estimated $3K.
  • Rothschild & Co Wealth Management (UK) first reported a position in Carrier Global in Q2 2020 and held it in 1 quarter.
  • Rothschild & Co Wealth Management (UK)'s Carrier Global position peaked at $3K in Q2 2020.
  • 1,087 funds tracked by Wall St. Rank held Carrier Global as of Q3 2020.

Based on Rothschild & Co Wealth Management (UK)'s 13F filing for Q3 2020, filed 6 Nov 2020.