CARR

Carrier Global Corp

Latest period2024 - Q4Total superinvestors213

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 213 superinvestors own shares of Carrier Global Corp (CARR), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Carrier Global Corp (CARR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Carrier Global Corp (CARR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Carrier Global Corp (CARR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Decreased -1.01%
0.04%
$614,818
9,007 shares@ 68.27 avg price
William Newman@Sky Investment Group Llc
Recent Activity
Decreased -2.16%
0.12%
$602,668
8,829 shares@ 68.27 avg price
Steven C. Merrell@Monterey Private Wealth, Inc.
Recent Activity
Decreased -6.14%
0.2%
$580,483
8,504 shares@ 68.26 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Decreased -9.13%
0.04%
$559,506
8,197 shares@ 68.26 avg price
Jennifer Harrington@Farmers Trust Co
Recent Activity
Decreased -0.32%
0.1%
$510,039
7,472 shares@ 68.27 avg price
Lori Van Dusen@Lvw Advisors, Llc
Recent Activity
Decreased -1.17%
0.07%
$498,503
7,303 shares@ 68.27 avg price
Moira B. Martin@Essex Savings Bank
Recent Activity
Decreased -0.59%
0.12%
$448,396
6,569 shares@ 68.26 avg price
John J. Crowley III@Mitchell Mcleod Pugh & Williams Inc
Recent Activity
Decreased -6.13%
0.1%
$433,178
6,346 shares@ 68.27 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -3.1%
0.01%
$396,814
5,813 shares@ 68.27 avg price
Carla Olenchak@Peoples Financial Services Corp.
Recent Activity
Decreased -0.17%
0.18%
$381,573
5,590 shares@ 68.26 avg price