SRH Advisors’s Carrier Global CARR Stock Holding History

SRH 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
2020 Q4	–	Sell	-16	Closed	–	–	299
2020 Q3	$0	Hold	16	–	–	﹤0.01%	307
2020 Q2	$0	Buy	+16	New	+$297	﹤0.01%	285

Other funds holding CARR

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

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

BlackRock New York $5.72T AUM 30.48% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

SRH Advisors's CARR Position: Q4 2020 in Review

SRH Advisors sold out of Carrier Global (CARR) in Q4 2020, closing a stake of 16 shares.

SRH Advisors first reported a position in CARR in Q2 2020 and held it in 2 quarters. The position peaked at $0 in Q3 2020. 1,222 funds tracked by Wall St. Rank hold CARR as of Q4 2020.

SRH Advisors reported no remaining Carrier Global position as of Q4 2020 after selling out during the quarter.
SRH Advisors sold 16 Carrier Global shares in Q4 2020.
SRH Advisors first reported a position in Carrier Global in Q2 2020 and held it in 2 quarters.
SRH Advisors's Carrier Global position peaked at $0 in Q3 2020.
1,222 funds tracked by Wall St. Rank held Carrier Global as of Q4 2020.

Based on SRH Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.