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Syverson Strege & Co’s Carrier Global CARR Stock Holding History

Syverson Strege & Co’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
Q2 		– Sell
-49
Closed -$2.24K – 155
2023
Q1 		$2.24K Buy
49
+33
+206% +$1.48K ﹤0.01% 471
2022
Q4 		$660 Hold
16
– – ﹤0.01% 285
2022
Q3 		$1K Hold
16
– – ﹤0.01% 260
2022
Q2 		$1K Hold
16
– – ﹤0.01% 307
2022
Q1 		$1K Hold
16
– – ﹤0.01% 283
2021
Q4 		$1K Sell
16
-121
-88% -$6.53K ﹤0.01% 283
2021
Q3 		$7K Buy
137
+121
+756% +$6.51K 0.01% 274
2021
Q2 		$1K Hold
16
– – ﹤0.01% 257
2021
Q1 		$1K Hold
16
– – ﹤0.01% 250
2020
Q4 		$1K Buy
+16
New +$579 ﹤0.01% 229

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Syverson Strege & Co's CARR Position: Q2 2023 in Review

Syverson Strege & Co sold out of Carrier Global (CARR) in Q2 2023, closing a stake of 49 shares — an estimated $2.24K sold.

Syverson Strege & Co first reported a position in CARR in Q4 2020 and held it in 10 quarters. The position peaked at $7K in Q3 2021. 1,258 funds tracked by Wall St. Rank hold CARR as of Q2 2023.

  • Syverson Strege & Co reported no remaining Carrier Global position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 49 Carrier Global shares in Q2 2023, an estimated $2.24K.
  • Syverson Strege & Co first reported a position in Carrier Global in Q4 2020 and held it in 10 quarters.
  • Syverson Strege & Co's Carrier Global position peaked at $7K in Q3 2021.
  • 1,258 funds tracked by Wall St. Rank held Carrier Global as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.