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Wealth Quarterback’s Carrier Global CARR Stock Holding History

Wealth Quarterback’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
Q3 		$84K Sell
1,615
-41
-2% -$2.21K 0.06% 170
2021
Q2 		$81K Buy
+1,656
New +$74K 0.05% 186

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealth Quarterback's CARR Position: Q3 2021 in Review

Wealth Quarterback reduced its Carrier Global (CARR) stake by 2.5% in Q3 2021, selling an estimated $2.21K and leaving 1,615 shares worth $84K. The position accounts for 0.06% of the portfolio, ranked #170.

Wealth Quarterback first reported a position in CARR in Q2 2021 and has held it in 2 quarters since. 1,268 funds tracked by Wall St. Rank hold CARR as of Q3 2021.

  • Wealth Quarterback held 1,615 shares of Carrier Global worth $84K as of Q3 2021.
  • Wealth Quarterback sold 41 Carrier Global shares in Q3 2021, an estimated $2.21K.
  • Carrier Global made up 0.06% of Wealth Quarterback's portfolio in Q3 2021, its #170 holding.
  • Wealth Quarterback first reported a position in Carrier Global in Q2 2021 and has held it in 2 quarters since.
  • 1,268 funds tracked by Wall St. Rank held Carrier Global as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.