Concurrent Investment Advisors »

Carrier Global Corporation shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Carrier Global Corporation (CARR) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Carrier Global Corporation

Tip: Access up to 7 years of quarterly data

All positions including Carrier Global Corporation held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Carrier Global Corporation by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 32k 80.49
2024-06-30 $1.9M 31k 63.08
2024-03-31 $1.5M 26k 58.13
2023-12-31 $579k 10k 57.44

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Carrier Global Corporation

Capital Research Global Investors
Vanguard Group
Capital Research and Management Company - Division 3
BlackRock
BlackRock
Capital World Investors
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Dodge & Cox
Fisher Investments
Nuveen Asset Management
Morgan Stanley
Northern Trust
Fiera Capital Corporation

View all funds holding Carrier Global Corporation