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TD Ameritrade Investment Management’s Carrier Global CARR Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-441
Closed -$22K – 68
2023
Q2 		$22K Sell
441
-132
-23% -$5.81K ﹤0.01% 276
2023
Q1 		$26K Sell
573
-77
-12% -$3.45K ﹤0.01% 276
2022
Q4 		$27K Sell
650
-231
-26% -$9.37K ﹤0.01% 299
2022
Q3 		$31K Sell
881
-354
-29% -$13.9K ﹤0.01% 305
2022
Q2 		$44K Sell
1,235
-845
-41% -$33.2K ﹤0.01% 309
2022
Q1 		$95K Buy
2,080
+532
+34% +$25.1K ﹤0.01% 297
2021
Q4 		$84K Buy
1,548
+855
+123% +$46.1K ﹤0.01% 305
2021
Q3 		$21K Sell
693
-598
-46% -$32.2K ﹤0.01% 383
2021
Q2 		$63K Buy
1,291
+295
+30% +$13.2K ﹤0.01% 319
2021
Q1 		$38K Hold
996
– – ﹤0.01% 356
2020
Q4 		$38K Buy
996
+303
+44% +$11K ﹤0.01% 356
2020
Q3 		$21K Buy
693
+274
+65% +$7.75K ﹤0.01% 383
2020
Q2 		$9K Buy
+419
New +$7.79K ﹤0.01% 436

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

TD Ameritrade Investment Management's CARR Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Carrier Global (CARR) in Q3 2023, closing a stake of 441 shares — an estimated $22K sold.

TD Ameritrade Investment Management first reported a position in CARR in Q2 2020 and held it in 13 quarters. The position peaked at $95K in Q1 2022. 1,313 funds tracked by Wall St. Rank hold CARR as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Carrier Global position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 441 Carrier Global shares in Q3 2023, an estimated $22K.
  • TD Ameritrade Investment Management first reported a position in Carrier Global in Q2 2020 and held it in 13 quarters.
  • TD Ameritrade Investment Management's Carrier Global position peaked at $95K in Q1 2022.
  • 1,313 funds tracked by Wall St. Rank held Carrier Global as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.