YorkBridge Wealth Partners’s Carrier Global CARR Stock Holding History

YorkBridge Wealth Partners’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	$344K	Sell	8,333 -100	-1%	-$4.06K	0.09%	161
2022 Q3	$300K	Hold	8,433	–	–	0.08%	196
2022 Q2	$301K	Hold	8,433	–	–	0.08%	192
2022 Q1	$387K	Sell	8,433 -40	-0.5%	-$1.88K	0.08%	183
2021 Q4	$460K	Hold	8,473	–	–	0.1%	157
2021 Q3	$439K	Hold	8,473	–	–	0.11%	143
2021 Q2	$412K	Hold	8,473	–	–	0.11%	147
2021 Q1	$358K	Sell	8,473 -500	-6%	-$19.4K	0.11%	161
2020 Q4	$338K	Sell	8,973 -146	-2%	-$5.29K	0.11%	139
2020 Q3	$278K	Sell	9,119 -2,532	-22%	-$71.6K	0.12%	144
2020 Q2	$259K	Buy	+11,651	New	+$217K	0.12%	145

Other funds holding CARR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

YorkBridge Wealth Partners's CARR Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Carrier Global (CARR) stake by 1.2% in Q4 2022, selling an estimated $4.06K and leaving 8,333 shares worth $344K. The position accounts for 0.09% of the portfolio, ranked #161.

YorkBridge Wealth Partners first reported a position in CARR in Q2 2020 and has held it in 11 quarters since. The position peaked at $460K in Q4 2021. 1,217 funds tracked by Wall St. Rank hold CARR as of Q4 2022.

YorkBridge Wealth Partners held 8,333 shares of Carrier Global worth $344K as of Q4 2022.
YorkBridge Wealth Partners sold 100 Carrier Global shares in Q4 2022, an estimated $4.06K.
Carrier Global made up 0.09% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #161 holding.
YorkBridge Wealth Partners first reported a position in Carrier Global in Q2 2020 and has held it in 11 quarters since.
YorkBridge Wealth Partners's Carrier Global position peaked at $460K in Q4 2021.
1,217 funds tracked by Wall St. Rank held Carrier Global as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.