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Winslow Evans & Crocker’s Carrier Global CARR Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$312K Buy
8,277
+1,084
+15% +$39.2K 0.06% 263
2020
Q3 		$220K Sell
7,193
-221
-3% -$6.25K 0.05% 257
2020
Q2 		$165K Buy
+7,414
New +$138K 0.04% 291

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Winslow Evans & Crocker's CARR Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Carrier Global (CARR) stake by 15% in Q4 2020, buying an estimated $39.2K and bringing the position to 8,277 shares worth $312K. The position accounts for 0.06% of the portfolio, ranked #263.

Winslow Evans & Crocker first reported a position in CARR in Q2 2020 and has held it in 3 quarters since. 1,222 funds tracked by Wall St. Rank hold CARR as of Q4 2020.

  • Winslow Evans & Crocker held 8,277 shares of Carrier Global worth $312K as of Q4 2020.
  • Winslow Evans & Crocker bought 1,084 Carrier Global shares in Q4 2020, an estimated $39.2K.
  • Carrier Global made up 0.06% of Winslow Evans & Crocker's portfolio in Q4 2020, its #263 holding.
  • Winslow Evans & Crocker first reported a position in Carrier Global in Q2 2020 and has held it in 3 quarters since.
  • 1,222 funds tracked by Wall St. Rank held Carrier Global as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.