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Shorepoint Capital Partners’s Carrier Global CARR Stock Holding History

Shorepoint Capital Partners’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
2020
Q3 		– Sell
-22,561
Closed -$501K – 77
2020
Q2 		$501K Buy
+22,561
New +$419K 0.33% 67

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DSA
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Fiera Capital (Canada)
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SCA
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Shorepoint Capital Partners's CARR Position: Q3 2020 in Review

Shorepoint Capital Partners sold out of Carrier Global (CARR) in Q3 2020, closing a stake of 22,561 shares — an estimated $501K sold.

Shorepoint Capital Partners first reported a position in CARR in Q2 2020 and held it in 1 quarter. The position peaked at $501K in Q2 2020. 1,087 funds tracked by Wall St. Rank hold CARR as of Q3 2020.

  • Shorepoint Capital Partners reported no remaining Carrier Global position as of Q3 2020 after selling out during the quarter.
  • Shorepoint Capital Partners sold 22,561 Carrier Global shares in Q3 2020, an estimated $501K.
  • Shorepoint Capital Partners first reported a position in Carrier Global in Q2 2020 and held it in 1 quarter.
  • Shorepoint Capital Partners's Carrier Global position peaked at $501K in Q2 2020.
  • 1,087 funds tracked by Wall St. Rank held Carrier Global as of Q3 2020.

Based on Shorepoint Capital Partners's 13F filing for Q3 2020, filed 16 Nov 2020.