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SYSTM Wealth Solutions’s Carrier Global CARR Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-24
Closed -$1.51K – 178
2024
Q2 		$1.51K Sell
24
-3,402
-99% -$209K ﹤0.01% 627
2024
Q1 		$199K Buy
3,426
+2
+0.1% +$112 0.03% 398
2023
Q4 		$197K Sell
3,424
-3,051
-47% -$161K 0.03% 379
2023
Q3 		$357K Sell
6,475
-582
-8% -$32K 0.05% 331
2023
Q2 		$351K Sell
7,057
-865
-11% -$38.1K 0.05% 372
2023
Q1 		$362K Sell
7,922
-4,673
-37% -$209K 0.06% 350
2022
Q4 		$520K Buy
+12,595
New +$511K 0.06% 338

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

SYSTM Wealth Solutions's CARR Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Carrier Global (CARR) in Q3 2024, closing a stake of 24 shares — an estimated $1.51K sold.

SYSTM Wealth Solutions first reported a position in CARR in Q4 2022 and held it in 7 quarters. The position peaked at $520K in Q4 2022. 1,548 funds tracked by Wall St. Rank hold CARR as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Carrier Global position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 24 Carrier Global shares in Q3 2024, an estimated $1.51K.
  • SYSTM Wealth Solutions first reported a position in Carrier Global in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Carrier Global position peaked at $520K in Q4 2022.
  • 1,548 funds tracked by Wall St. Rank held Carrier Global as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.