SFS
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Sowell Financial Services’s Carrier Global CARR Stock Holding History

Sowell Financial Services’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
Q3 		– Sell
-3,479
Closed -$255K – 1084
2025
Q2 		$255K Sell
3,479
-220
-6% -$14.9K 0.01% 868
2025
Q1 		$234K Buy
+3,699
New +$246K 0.01% 868
2022
Q1 		– Sell
-13,675
Closed -$742K – 211
2021
Q4 		$742K Buy
13,675
+99
+0.7% +$5.34K 0.04% 374
2021
Q3 		$703K Sell
13,576
-5,680
-29% -$306K 0.05% 349
2021
Q2 		$936K Sell
19,256
-2,016
-9% -$90.1K 0.06% 317
2021
Q1 		$939K Buy
21,272
+855
+4% +$33.2K 0.03% 432
2020
Q4 		$770K Buy
20,417
+14,195
+228% +$514K 0.03% 388
2020
Q3 		$190K Sell
6,222
-1,402
-18% -$39.7K 0.01% 744
2020
Q2 		$169K Buy
+7,624
New +$142K 0.01% 784

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