Sutton Wealth Advisors’s Carrier Global CARR Stock Holding History

Sutton Wealth 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
2023 Q3	$43.4K	Hold	787	–	–	0.02%	241
2023 Q2	$39.1K	Buy	787 +101	+15%	+$4.44K	0.02%	252
2023 Q1	$31.4K	Sell	686 -1,760	-72%	-$78.8K	0.02%	252
2022 Q4	$101K	Sell	2,446 -3	-0.1%	-$122	0.04%	247
2022 Q3	$87.1K	Buy	2,449 +12	+0.5%	+$473	0.04%	268
2022 Q2	$86.9K	Hold	2,437	–	–	0.03%	258
2022 Q1	$112K	Buy	2,437 +10	+0.4%	+$471	0.04%	235
2021 Q4	$132K	Hold	2,427	–	–	0.04%	223
2021 Q3	$126K	Buy	2,427 +6	+0.2%	+$323	0.05%	227
2021 Q2	$118K	Hold	2,421	–	–	0.04%	232
2021 Q1	$102K	Buy	2,421 +30	+1%	+$1.17K	0.04%	239
2020 Q4	$90.2K	Buy	2,391 +16	+0.7%	+$579	0.04%	239
2020 Q3	$72.5K	Hold	2,375	–	–	0.04%	243
2020 Q2	$52.8K	Buy	+2,375	New	+$44.1K	0.03%	290

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Sutton Wealth Advisors's CARR Position: Q3 2023 in Review

Sutton Wealth Advisors held its Carrier Global (CARR) position steady in Q3 2023 at 787 shares worth $43.4K. The position accounts for 0.02% of the portfolio, ranked #241.

Sutton Wealth Advisors first reported a position in CARR in Q2 2020 and has held it in 14 quarters since. The position peaked at $132K in Q4 2021. 1,313 funds tracked by Wall St. Rank hold CARR as of Q3 2023.

Sutton Wealth Advisors held 787 shares of Carrier Global worth $43.4K as of Q3 2023.
Sutton Wealth Advisors left its Carrier Global share count unchanged in Q3 2023.
Carrier Global made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #241 holding.
Sutton Wealth Advisors first reported a position in Carrier Global in Q2 2020 and has held it in 14 quarters since.
Sutton Wealth Advisors's Carrier Global position peaked at $132K in Q4 2021.
1,313 funds tracked by Wall St. Rank held Carrier Global as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.