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Winch Advisory Services’s Carrier Global CARR Stock Holding History

Winch Advisory Services’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
2022
Q3 		– Sell
-20
Closed -$1K – 402
2022
Q2 		$1K Hold
20
– – ﹤0.01% 373
2022
Q1 		$1K Sell
20
-20
-50% -$942 ﹤0.01% 405
2021
Q4 		$2K Hold
40
– – ﹤0.01% 391
2021
Q3 		$2K Hold
40
– – ﹤0.01% 401
2021
Q2 		$2K Hold
40
– – ﹤0.01% 413
2021
Q1 		$2K Hold
40
– – ﹤0.01% 378
2020
Q4 		$2K Buy
+40
New +$1.45K ﹤0.01% 361

Other funds holding CARR

Vanguard Group
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Winch Advisory Services's CARR Position: Q3 2022 in Review

Winch Advisory Services sold out of Carrier Global (CARR) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in CARR in Q4 2020 and held it in 7 quarters. The position peaked at $2K in Q4 2021. 1,153 funds tracked by Wall St. Rank hold CARR as of Q3 2022.

  • Winch Advisory Services reported no remaining Carrier Global position as of Q3 2022 after selling out during the quarter.
  • Winch Advisory Services sold 20 Carrier Global shares in Q3 2022, an estimated $1K.
  • Winch Advisory Services first reported a position in Carrier Global in Q4 2020 and held it in 7 quarters.
  • Winch Advisory Services's Carrier Global position peaked at $2K in Q4 2021.
  • 1,153 funds tracked by Wall St. Rank held Carrier Global as of Q3 2022.

Based on Winch Advisory Services's 13F filing for Q3 2022, filed 31 Oct 2022.