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Schechter Investment Advisors’s Carrier Global CARR Stock Holding History

Schechter Investment 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
2025
Q1 		$201K Buy
+3,168
New +$210K 0.02% 557
2024
Q3 		– Sell
-3,450
Closed -$218K – 679
2024
Q2 		$218K Buy
+3,450
New +$212K 0.02% 546
2023
Q4 		– Sell
-4,464
Closed -$246K – 662
2023
Q3 		$246K Buy
+4,464
New +$246K 0.02% 500

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

Schechter Investment Advisors's CARR Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in Carrier Global (CARR) in Q1 2025: 3,168 shares worth $201K. The stake represents 0.02% of the portfolio and ranks #557 among its holdings. This is a return to the name: Schechter Investment Advisors previously reported a position in CARR as recently as Q2 2024.

Schechter Investment Advisors first reported a position in CARR in Q3 2023 and has held it in 3 quarters since. The position peaked at $246K in Q3 2023. 1,522 funds tracked by Wall St. Rank hold CARR as of Q1 2025.

  • Schechter Investment Advisors held 3,168 shares of Carrier Global worth $201K as of Q1 2025.
  • Carrier Global was a new Schechter Investment Advisors position in Q1 2025.
  • Carrier Global made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #557 holding.
  • Schechter Investment Advisors first reported a position in Carrier Global in Q3 2023 and has held it in 3 quarters since.
  • Schechter Investment Advisors's Carrier Global position peaked at $246K in Q3 2023.
  • 1,522 funds tracked by Wall St. Rank held Carrier Global as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.