Selective Wealth Management’s Carrier Global CARR Stock Holding History

Selective Wealth Management’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
2022 Q4	–	Sell	-163	Closed	-$6K	–	204
2022 Q3	$6K	Sell	163 -405	-71%	-$15.9K	﹤0.01%	570
2022 Q2	$20K	Hold	568	–	–	0.01%	460
2022 Q1	$26K	Hold	568	–	–	0.01%	409
2021 Q4	$31K	Hold	568	–	–	0.01%	341
2021 Q3	$29K	Sell	568 -147	-21%	-$7.91K	0.02%	325
2021 Q2	$35K	Hold	715	–	–	0.03%	222
2021 Q1	$30K	Hold	715	–	–	0.03%	164
2020 Q4	$27K	Hold	715	–	–	0.02%	151
2020 Q3	$22K	Hold	715	–	–	0.02%	145
2020 Q2	$16K	Buy	+715	New	+$13.3K	0.01%	193

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Selective Wealth Management's CARR Position: Q4 2022 in Review

Selective Wealth Management sold out of Carrier Global (CARR) in Q4 2022, closing a stake of 163 shares — an estimated $6K sold.

Selective Wealth Management first reported a position in CARR in Q2 2020 and held it in 10 quarters. The position peaked at $35K in Q2 2021. 1,217 funds tracked by Wall St. Rank hold CARR as of Q4 2022.

Selective Wealth Management reported no remaining Carrier Global position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 163 Carrier Global shares in Q4 2022, an estimated $6K.
Selective Wealth Management first reported a position in Carrier Global in Q2 2020 and held it in 10 quarters.
Selective Wealth Management's Carrier Global position peaked at $35K in Q2 2021.
1,217 funds tracked by Wall St. Rank held Carrier Global as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.