SMART Wealth’s Carrier Global CARR Stock Holding History

SMART Wealth’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	-2,706	Closed	-$218K	–	150
2024 Q3	$218K	Buy	+2,706	New	+$188K	0.09%	133

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

SMART Wealth's CARR Position: Q4 2024 in Review

SMART Wealth sold out of Carrier Global (CARR) in Q4 2024, closing a stake of 2,706 shares — an estimated $218K sold.

SMART Wealth first reported a position in CARR in Q3 2024 and held it in 1 quarter. The position peaked at $218K in Q3 2024. 1,556 funds tracked by Wall St. Rank hold CARR as of Q4 2024.

SMART Wealth reported no remaining Carrier Global position as of Q4 2024 after selling out during the quarter.
SMART Wealth sold 2,706 Carrier Global shares in Q4 2024, an estimated $218K.
SMART Wealth first reported a position in Carrier Global in Q3 2024 and held it in 1 quarter.
SMART Wealth's Carrier Global position peaked at $218K in Q3 2024.
1,556 funds tracked by Wall St. Rank held Carrier Global as of Q4 2024.

Based on SMART Wealth's 13F filing for Q4 2024, filed 28 Jan 2025.