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Sanders Morris Harris’s Carrier Global CARR Stock Holding History

Sanders Morris Harris’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
Q1 		– Sell
-3,000
Closed -$205K – 290
2024
Q4 		$205K Hold
3,000
– – 0.03% 261
2024
Q3 		$241K Buy
+3,000
New +$209K 0.04% 236

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 $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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Morris Harris's CARR Position: Q1 2025 in Review

Sanders Morris Harris sold out of Carrier Global (CARR) in Q1 2025, closing a stake of 3,000 shares — an estimated $205K sold.

Sanders Morris Harris first reported a position in CARR in Q3 2024 and held it in 2 quarters. The position peaked at $241K in Q3 2024. 1,522 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

  • Sanders Morris Harris reported no remaining Carrier Global position as of Q1 2025 after selling out during the quarter.
  • Sanders Morris Harris sold 3,000 Carrier Global shares in Q1 2025, an estimated $205K.
  • Sanders Morris Harris first reported a position in Carrier Global in Q3 2024 and held it in 2 quarters.
  • Sanders Morris Harris's Carrier Global position peaked at $241K in Q3 2024.
  • 1,522 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Sanders Morris Harris's 13F filing for Q1 2025, filed 9 Apr 2025.