Tiedemann Advisors’s Carrier Global CARR Stock Holding History

Tiedemann 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	$240K	Sell	4,345 -707	-14%	-$38.9K	0.01%	241
2023 Q2	$252K	Buy	+5,052	New	+$222K	0.01%	218
2022 Q4	–	Sell	-5,716	Closed	-$203K	–	242
2022 Q3	$203K	Hold	5,716	–	–	0.01%	216
2022 Q2	$203K	Sell	5,716 -113	-2%	-$4.44K	0.02%	215
2022 Q1	$267K	Buy	5,829 +113	+2%	+$5.32K	0.01%	244
2021 Q4	$311K	Hold	5,716	–	–	0.02%	234
2021 Q3	$295K	Sell	5,716 -455	-7%	-$24.5K	0.02%	239
2021 Q2	$299K	Sell	6,171 -98	-2%	-$4.38K	0.01%	286
2021 Q1	$265K	Buy	6,269 +133	+2%	+$5.17K	0.01%	281
2020 Q4	$230K	Sell	6,136 -1,480	-19%	-$53.6K	0.01%	284
2020 Q3	$235K	Buy	+7,616	New	+$215K	0.01%	288

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

Tiedemann Advisors's CARR Position: Q3 2023 in Review

Tiedemann Advisors reduced its Carrier Global (CARR) stake by 14% in Q3 2023, selling an estimated $38.9K and leaving 4,345 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #241.

Tiedemann Advisors first reported a position in CARR in Q3 2020 and has held it in 11 quarters since. The position peaked at $311K in Q4 2021. 1,312 funds tracked by Wall St. Rank hold CARR as of Q3 2023.

Tiedemann Advisors held 4,345 shares of Carrier Global worth $240K as of Q3 2023.
Tiedemann Advisors sold 707 Carrier Global shares in Q3 2023, an estimated $38.9K.
Carrier Global made up 0.01% of Tiedemann Advisors's portfolio in Q3 2023, its #241 holding.
Tiedemann Advisors first reported a position in Carrier Global in Q3 2020 and has held it in 11 quarters since.
Tiedemann Advisors's Carrier Global position peaked at $311K in Q4 2021.
1,312 funds tracked by Wall St. Rank held Carrier Global as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.