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Sentry Investment Management’s Carrier Global CARR Stock Holding History

Sentry Investment 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
2026
Q1 		– Sell
-1,943
Closed -$103K – 78
2025
Q4 		$103K Hold
1,943
– – 0.07% 234
2025
Q3 		$116K Sell
1,943
-503
-21% -$34.2K 0.08% 213
2025
Q2 		$183K Hold
2,446
– – 0.1% 193
2025
Q1 		$139K Sell
2,446
-1,051
-30% -$69.8K 0.09% 199
2024
Q4 		$239K Sell
3,497
-569
-14% -$42.9K 0.11% 169
2024
Q3 		$327K Buy
4,066
+410
+11% +$28.5K 0.14% 155
2024
Q2 		$231K Sell
3,656
-749
-17% -$46K 0.1% 186
2024
Q1 		$256K Hold
4,405
– – 0.1% 194
2023
Q4 		$253K Sell
4,405
-473
-10% -$25K 0.11% 191
2023
Q3 		$269K Sell
4,878
-657
-12% -$36.2K 0.13% 155
2023
Q2 		$275K Hold
5,535
– – 0.1% 202
2023
Q1 		$253K Sell
5,535
-67
-1% -$3K 0.1% 215
2022
Q4 		$231K Sell
5,602
-253
-4% -$10.3K 0.1% 219
2022
Q3 		$208K Hold
5,855
– – 0.1% 215
2022
Q2 		$209K Sell
5,855
-1,140
-16% -$44.8K 0.09% 218
2022
Q1 		$321K Sell
6,995
-1,176
-14% -$55.4K 0.1% 203
2021
Q4 		$443K Buy
8,171
+858
+12% +$46.3K 0.12% 188
2021
Q3 		$379K Sell
7,313
-1,068
-13% -$57.5K 0.11% 198
2021
Q2 		$407K Hold
8,381
– – 0.1% 197
2021
Q1 		$354K Sell
8,381
-39,913
-83% -$1.55M 0.1% 217
2020
Q4 		$1.82M Hold
48,294
– – 0.09% 216
2020
Q3 		$1.48M Buy
+48,294
New +$1.37M 0.08% 223

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sentry Investment Management's CARR Position: Q1 2026 in Review

Sentry Investment Management sold out of Carrier Global (CARR) in Q1 2026, closing a stake of 1,943 shares — an estimated $103K sold.

Sentry Investment Management first reported a position in CARR in Q3 2020 and held it in 22 quarters. The position peaked at $1.82M in Q4 2020. 1,499 funds tracked by Wall St. Rank hold CARR as of Q1 2026.

  • Sentry Investment Management reported no remaining Carrier Global position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 1,943 Carrier Global shares in Q1 2026, an estimated $103K.
  • Sentry Investment Management first reported a position in Carrier Global in Q3 2020 and held it in 22 quarters.
  • Sentry Investment Management's Carrier Global position peaked at $1.82M in Q4 2020.
  • 1,499 funds tracked by Wall St. Rank held Carrier Global as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.