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Shum Financial Group’s Carrier Global CARR Stock Holding History

Shum Financial Group’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
2024
Q4 		– Sell
-2,801
Closed -$207K – 89
2024
Q3 		$207K Buy
+2,801
New +$195K 0.17% 90

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Shum Financial Group's CARR Position: Q4 2024 in Review

Shum Financial Group sold out of Carrier Global (CARR) in Q4 2024, closing a stake of 2,801 shares — an estimated $207K sold.

Shum Financial Group first reported a position in CARR in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 1,556 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

  • Shum Financial Group reported no remaining Carrier Global position as of Q4 2024 after selling out during the quarter.
  • Shum Financial Group sold 2,801 Carrier Global shares in Q4 2024, an estimated $207K.
  • Shum Financial Group first reported a position in Carrier Global in Q3 2024 and held it in 1 quarter.
  • Shum Financial Group's Carrier Global position peaked at $207K in Q3 2024.
  • 1,556 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on Shum Financial Group's 13F filing for Q4 2024, filed 22 Jan 2025.