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Tyler-Stone Wealth Management’s Carrier Global CARR Stock Holding History

Tyler-Stone Wealth 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
2024
Q3 		– Sell
-84
Closed -$5.3K – 404
2024
Q2 		$5.3K Hold
84
– – ﹤0.01% 749
2024
Q1 		$4.88K Hold
84
– – ﹤0.01% 760
2023
Q4 		$4.83K Hold
84
– – ﹤0.01% 736
2023
Q3 		$5K Hold
84
– – ﹤0.01% 701
2023
Q2 		$4K Buy
+84
New +$3.7K ﹤0.01% 723
2022
Q4 		$3K Hold
84
– – ﹤0.01% 706
2022
Q3 		$3K Hold
84
– – ﹤0.01% 699
2022
Q2 		$3K Hold
84
– – ﹤0.01% 713
2022
Q1 		$4K Hold
84
– – ﹤0.01% 689
2021
Q4 		$5K Buy
+84
New +$4.53K ﹤0.01% 692

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Tyler-Stone Wealth Management's CARR Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Carrier Global (CARR) in Q3 2024, closing a stake of 84 shares — an estimated $5.3K sold.

Tyler-Stone Wealth Management first reported a position in CARR in Q4 2021 and held it in 10 quarters. The position peaked at $5.3K in Q2 2024. 1,551 funds tracked by Wall St. Rank hold CARR as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Carrier Global position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 84 Carrier Global shares in Q3 2024, an estimated $5.3K.
  • Tyler-Stone Wealth Management first reported a position in Carrier Global in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's Carrier Global position peaked at $5.3K in Q2 2024.
  • 1,551 funds tracked by Wall St. Rank held Carrier Global as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.