WG
CARR icon

Winton Group’s Carrier Global CARR Stock Holding History

Winton Group’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
2026
Q1 		– Sell
-7,950
Closed -$420K – 1138
2025
Q4 		$420K Buy
+7,950
New +$442K 0.01% 672
2025
Q3 		– Sell
-14,703
Closed -$1.08M – 754
2025
Q2 		$1.08M Buy
+14,703
New +$998K 0.06% 408
2024
Q4 		– Sell
-21,000
Closed -$1.69M – 631
2024
Q3 		$1.69M Buy
21,000
+16,020
+322% +$1.12M 0.12% 155
2024
Q2 		$314K Buy
+4,980
New +$306K 0.02% 487
2022
Q4 		– Sell
-64,501
Closed -$2.29M – 927
2022
Q3 		$2.29M Buy
64,501
+27,559
+75% +$1.09M 0.15% 168
2022
Q2 		$1.32M Buy
36,942
+23,150
+168% +$909K 0.07% 397
2022
Q1 		$633K Sell
13,792
-13,039
-49% -$614K 0.03% 614
2021
Q4 		$1.46M Buy
26,831
+719
+3% +$38.8K 0.09% 334
2021
Q3 		$1.35M Sell
26,112
-19,660
-43% -$1.06M 0.08% 353
2021
Q2 		$2.23M Sell
45,772
-25,884
-36% -$1.16M 0.12% 149
2021
Q1 		$3.02M Sell
71,656
-4,686
-6% -$182K 0.17% 65
2020
Q4 		$2.88M Buy
76,342
+21,679
+40% +$785K 0.21% 46
2020
Q3 		$1.67M Sell
54,663
-3,647
-6% -$103K 0.05% 616
2020
Q2 		$1.3M Buy
+58,310
New +$1.08M 0.03% 853

Other funds holding CARR

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
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