The Family Firm’s Carrier Global CARR Stock Holding History

The Family Firm’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	-580	Closed	-$36.6K	–	297
2024 Q2	$36.6K	Buy	+580	New	+$35.6K	0.01%	466

Other funds holding CARR

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

The Family Firm's CARR Position: Q3 2024 in Review

The Family Firm sold out of Carrier Global (CARR) in Q3 2024, closing a stake of 580 shares — an estimated $36.6K sold.

The Family Firm first reported a position in CARR in Q2 2024 and held it in 1 quarter. The position peaked at $36.6K in Q2 2024. 1,549 funds tracked by Wall St. Rank hold CARR as of Q3 2024.

The Family Firm reported no remaining Carrier Global position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 580 Carrier Global shares in Q3 2024, an estimated $36.6K.
The Family Firm first reported a position in Carrier Global in Q2 2024 and held it in 1 quarter.
The Family Firm's Carrier Global position peaked at $36.6K in Q2 2024.
1,549 funds tracked by Wall St. Rank held Carrier Global as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.