SWM
CARR icon

Stapp Wealth Management’s Carrier Global CARR Stock Holding History

Stapp Wealth Management’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
-27
Closed -$1K – 28
2022
Q3 		$1K Buy
+27
New +$1.06K ﹤0.01% 97

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

Stapp Wealth Management's CARR Position: Q4 2022 in Review

Stapp Wealth Management sold out of Carrier Global (CARR) in Q4 2022, closing a stake of 27 shares — an estimated $1K sold.

Stapp Wealth Management first reported a position in CARR in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 1,217 funds tracked by Wall St. Rank hold CARR as of Q4 2022.

  • Stapp Wealth Management reported no remaining Carrier Global position as of Q4 2022 after selling out during the quarter.
  • Stapp Wealth Management sold 27 Carrier Global shares in Q4 2022, an estimated $1K.
  • Stapp Wealth Management first reported a position in Carrier Global in Q3 2022 and held it in 1 quarter.
  • Stapp Wealth Management's Carrier Global position peaked at $1K in Q3 2022.
  • 1,217 funds tracked by Wall St. Rank held Carrier Global as of Q4 2022.

Based on Stapp Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.