WIS
CARR icon

Wright Investors Service’s Carrier Global CARR Stock Holding History

Wright Investors Service’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
Q4 		– Sell
-16,253
Closed -$578K – 138
2022
Q3 		$578K Buy
16,253
+5,127
+46% +$202K 0.18% 115
2022
Q2 		$397K Buy
+11,126
New +$437K 0.11% 132

Other funds holding CARR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Wright Investors Service's CARR Position: Q4 2022 in Review

Wright Investors Service sold out of Carrier Global (CARR) in Q4 2022, closing a stake of 16,253 shares — an estimated $578K sold.

Wright Investors Service first reported a position in CARR in Q2 2022 and held it in 2 quarters. The position peaked at $578K in Q3 2022. 1,217 funds tracked by Wall St. Rank hold CARR as of Q4 2022.

  • Wright Investors Service reported no remaining Carrier Global position as of Q4 2022 after selling out during the quarter.
  • Wright Investors Service sold 16,253 Carrier Global shares in Q4 2022, an estimated $578K.
  • Wright Investors Service first reported a position in Carrier Global in Q2 2022 and held it in 2 quarters.
  • Wright Investors Service's Carrier Global position peaked at $578K in Q3 2022.
  • 1,217 funds tracked by Wall St. Rank held Carrier Global as of Q4 2022.

Based on Wright Investors Service's 13F filing for Q4 2022, filed 27 Jan 2023.