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Standard Family Office’s Carrier Global CARR Stock Holding History

Standard Family Office’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
Q4 		– Sell
-47
Closed -$2K – 71
2022
Q3 		$2K Hold
47
– – ﹤0.01% 378
2022
Q2 		$2K Buy
+47
New +$1.84K 0.02% 155
2021
Q3 		– Sell
-42
Closed -$2K – 132
2021
Q2 		$2K Hold
42
– – ﹤0.01% 346
2021
Q1 		$2K Hold
42
– – ﹤0.01% 398
2020
Q4 		$2K Buy
+42
New +$1.52K ﹤0.01% 393

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Standard Family Office's CARR Position: Q4 2022 in Review

Standard Family Office sold out of Carrier Global (CARR) in Q4 2022, closing a stake of 47 shares — an estimated $2K sold.

Standard Family Office first reported a position in CARR in Q4 2020 and held it in 5 quarters. The position peaked at $2K in Q3 2022. 1,217 funds tracked by Wall St. Rank hold CARR as of Q4 2022.

  • Standard Family Office reported no remaining Carrier Global position as of Q4 2022 after selling out during the quarter.
  • Standard Family Office sold 47 Carrier Global shares in Q4 2022, an estimated $2K.
  • Standard Family Office first reported a position in Carrier Global in Q4 2020 and held it in 5 quarters.
  • Standard Family Office's Carrier Global position peaked at $2K in Q3 2022.
  • 1,217 funds tracked by Wall St. Rank held Carrier Global as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.