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Walled Lake Planning & Wealth Management’s Carrier Global CARR Stock Holding History

Walled Lake Planning & 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
2021
Q1 		– Sell
-28
Closed -$1K – 323
2020
Q4 		$1K Hold
28
– – ﹤0.01% 294
2020
Q3 		$1K Hold
28
– – ﹤0.01% 307
2020
Q2 		$1K Buy
+28
New +$520 ﹤0.01% 302

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Walled Lake Planning & Wealth Management's CARR Position: Q1 2021 in Review

Walled Lake Planning & Wealth Management sold out of Carrier Global (CARR) in Q1 2021, closing a stake of 28 shares — an estimated $1K sold.

Walled Lake Planning & Wealth Management first reported a position in CARR in Q2 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 1,219 funds tracked by Wall St. Rank hold CARR as of Q1 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Carrier Global position as of Q1 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 28 Carrier Global shares in Q1 2021, an estimated $1K.
  • Walled Lake Planning & Wealth Management first reported a position in Carrier Global in Q2 2020 and held it in 3 quarters.
  • Walled Lake Planning & Wealth Management's Carrier Global position peaked at $1K in Q4 2020.
  • 1,219 funds tracked by Wall St. Rank held Carrier Global as of Q1 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.