Sawyer & Company’s Carrier Global CARR Stock Holding History

Sawyer & Company’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
2026 Q1	$84.5K	Hold	1,500	–	–	0.03%	109
2025 Q4	$79.3K	Hold	1,500	–	–	0.03%	110
2025 Q3	$110K	Hold	1,500	–	–	0.04%	102
2025 Q2	$110K	Hold	1,500	–	–	0.04%	102
2025 Q1	$95K	Hold	1,500	–	–	0.04%	106
2024 Q4	$102K	Buy	1,500 +1,439	+2,359%	+$109K	0.04%	107
2024 Q3	$5K	Hold	61	–	–	﹤0.01%	169
2024 Q2	$4K	Hold	61	–	–	﹤0.01%	161
2024 Q1	$3.55K	Hold	61	–	–	﹤0.01%	167
2023 Q4	$4K	Hold	61	–	–	﹤0.01%	170
2023 Q3	$3K	Hold	61	–	–	﹤0.01%	179
2023 Q2	$3K	Hold	61	–	–	﹤0.01%	161
2023 Q1	$3K	Hold	61	–	–	﹤0.01%	167
2022 Q4	$3K	Hold	61	–	–	﹤0.01%	177
2022 Q3	$2K	Sell	61 -55	-47%	-$2.17K	﹤0.01%	167
2022 Q2	$4K	Hold	116	–	–	﹤0.01%	165
2022 Q1	$5K	Buy	+116	New	+$5.46K	﹤0.01%	161
2021 Q4	–	Sell	-300	Closed	-$16K	–	178
2021 Q3	$16K	Buy	+300	New	+$16.1K	0.01%	155

Other funds holding CARR

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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