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Carrier Global Corporation shares owned by Cornerstone Planning Group

Quarter-by-quarter ownership of Carrier Global Corporation (CARR) shares owned by Cornerstone Planning Group from 13F filings

Historical chart of Cornerstone Planning Group investment in Carrier Global Corporation

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All positions including Carrier Global Corporation held by Cornerstone Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Carrier Global Corporation by Cornerstone Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $49k 788 62.09
2023-12-31 $44k 768 57.45
2023-09-30 $42k 768 55.20
2023-06-30 $38k 768 49.71
2022-12-31 $32k 768 41.91

More positions owned by Cornerstone Planning Group

Invesco Qqq Trust Series I Exchange Traded Fund (QQQ)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Schwab Us Dividend Equity Etf Exchange Traded Fund (SCHD)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)
Ishares Morningstar Mid-cap Growth Etf Exchange Traded Fund (IMCG)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Ishares High Yield Systematic Bond Etf Exchange Traded Fund (HYDB)
Victoryshares Short-term Bond Etf Exchange Traded Fund (USTB)
Ishares Convertible Bond Etf Exchange Traded Fund (ICVT)
First Trust Long/short Equity Etf Exchange Traded Fund (FTLS)
First Trust Emerging Markets Small Cap Alphadex Fund Exchange Traded Fund (FEMS)
Vanguard Mid-cap Value Etf Exchange Traded Fund (VOE)
Ishares Residential And Multisector Real Estate Etf Exchange Traded Fund (REZ)
First Trust Materials Alphadex Fund Exchange Traded Fund (FXZ)
Ishares Russell 1000 Growth Etf Exchange Traded Fund (IWF)

View all positions for Cornerstone Planning Group

Top funds holding Carrier Global Corporation

Vanguard Group
T. Rowe Price Associates
Dodge & Cox
Fisher Investments
Fiera Capital Corporation
Norges Bank Investment Management
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Bank of America Corporation
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Impax Asset Management Group
Victory Capital Management
PRIMECAP Management Company

View all funds holding Carrier Global Corporation