SQA
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Simon Quick Advisors’s Carrier Global CARR Stock Holding History

Simon Quick Advisors’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
2025
Q2 		– Sell
-3,898
Closed -$247K – 398
2025
Q1 		$247K Buy
3,898
+663
+20% +$44K 0.01% 495
2024
Q4 		$221K Buy
3,235
+167
+5% +$12.6K 0.01% 425
2024
Q3 		$247K Buy
+3,068
New +$214K 0.02% 361
2022
Q2 		– Sell
-667
Closed -$31K – 209
2022
Q1 		$31K Buy
667
+10
+2% +$471 0.01% 248
2021
Q4 		$36K Sell
657
-22
-3% -$1.19K 0.01% 248
2021
Q3 		$35K Buy
679
+26
+4% +$1.4K 0.01% 286
2021
Q2 		$31K Buy
653
+2
+0.3% +$89 0.01% 294
2021
Q1 		$27K Buy
651
+1
+0.2% +$39 0.01% 329
2020
Q4 		$25K Buy
650
+566
+674% +$20.5K 0.01% 314
2020
Q3 		$3K Buy
+84
New +$2.38K ﹤0.01% 390

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return