West Paces Advisors’s Carrier Global CARR Stock Holding History

West Paces 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
2025 Q2	–	Sell	-2	Closed	-$127	–	262
2025 Q1	$127	Hold	2	–	–	﹤0.01%	555
2024 Q4	$137	Hold	2	–	–	﹤0.01%	546
2024 Q3	$161	Hold	2	–	–	﹤0.01%	539
2024 Q2	$126	Buy	+2	New	+$123	﹤0.01%	558
2024 Q1	–	Sell	-10	Closed	-$575	–	596
2023 Q4	$575	Sell	10 -30	-75%	-$1.59K	﹤0.01%	549
2023 Q3	$2.21K	Hold	40	–	–	﹤0.01%	427
2023 Q2	$1.99K	Hold	40	–	–	﹤0.01%	453
2023 Q1	$1.83K	Hold	40	–	–	﹤0.01%	471
2022 Q4	$1.65K	Hold	40	–	–	﹤0.01%	445
2022 Q3	$1.42K	Hold	40	–	–	﹤0.01%	448
2022 Q2	$1.43K	Hold	40	–	–	﹤0.01%	505
2022 Q1	$1.83K	Hold	40	–	–	﹤0.01%	490
2021 Q4	$2.17K	Hold	40	–	–	﹤0.01%	519
2021 Q3	$2.07K	Hold	40	–	–	﹤0.01%	508
2021 Q2	$1.94K	Hold	40	–	–	﹤0.01%	544
2021 Q1	$1.69K	Hold	40	–	–	﹤0.01%	416
2020 Q4	$1.51K	Hold	40	–	–	﹤0.01%	400
2020 Q3	$1.22K	Sell	40 -653	-94%	-$18.5K	﹤0.01%	400
2020 Q2	$15.4K	Buy	+693	New	+$12.9K	0.01%	270

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Capital World Investors

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

Geode Capital Management

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

Fisher Asset Management

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return