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Spearhead Capital Advisors’s Carrier Global CARR Stock Holding History

Spearhead Capital 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
2022
Q3 		$351K Buy
9,868
+551
+6% +$21.7K 0.38% 74
2022
Q2 		$332K Buy
+9,317
New +$366K 0.05% 110

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
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
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

Spearhead Capital Advisors's CARR Position: Q3 2022 in Review

Spearhead Capital Advisors increased its Carrier Global (CARR) stake by 5.9% in Q3 2022, buying an estimated $21.7K and bringing the position to 9,868 shares worth $351K. The position accounts for 0.38% of the portfolio, ranked #74.

Spearhead Capital Advisors first reported a position in CARR in Q2 2022 and has held it in 2 quarters since. 1,154 funds tracked by Wall St. Rank hold CARR as of Q3 2022.

  • Spearhead Capital Advisors held 9,868 shares of Carrier Global worth $351K as of Q3 2022.
  • Spearhead Capital Advisors bought 551 Carrier Global shares in Q3 2022, an estimated $21.7K.
  • Carrier Global made up 0.38% of Spearhead Capital Advisors's portfolio in Q3 2022, its #74 holding.
  • Spearhead Capital Advisors first reported a position in Carrier Global in Q2 2022 and has held it in 2 quarters since.
  • 1,154 funds tracked by Wall St. Rank held Carrier Global as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.