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SignalPoint Asset Management’s Carrier Global CARR Stock Holding History

SignalPoint Asset 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
Q2 		– Sell
-5,481
Closed -$251K – 216
2022
Q1 		$251K Sell
5,481
-304
-5% -$14.3K 0.08% 193
2021
Q4 		$313K Sell
5,785
-150
-3% -$8.1K 0.1% 174
2021
Q3 		$307K Buy
+5,935
New +$319K 0.1% 171

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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

SignalPoint Asset Management's CARR Position: Q2 2022 in Review

SignalPoint Asset Management sold out of Carrier Global (CARR) in Q2 2022, closing a stake of 5,481 shares — an estimated $251K sold.

SignalPoint Asset Management first reported a position in CARR in Q3 2021 and held it in 3 quarters. The position peaked at $313K in Q4 2021. 1,172 funds tracked by Wall St. Rank hold CARR as of Q2 2022.

  • SignalPoint Asset Management reported no remaining Carrier Global position as of Q2 2022 after selling out during the quarter.
  • SignalPoint Asset Management sold 5,481 Carrier Global shares in Q2 2022, an estimated $251K.
  • SignalPoint Asset Management first reported a position in Carrier Global in Q3 2021 and held it in 3 quarters.
  • SignalPoint Asset Management's Carrier Global position peaked at $313K in Q4 2021.
  • 1,172 funds tracked by Wall St. Rank held Carrier Global as of Q2 2022.

Based on SignalPoint Asset Management's 13F filing for Q2 2022, filed 25 Jul 2022.