A detailed history of Institutional & Family Asset Management, LLC transactions in Carrier Global Corp stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 6,359 shares of CARR stock, worth $517,876. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,359
Previous 6,359 -0.0%
Holding current value
$517,876
Previous $369,000 8.67%
% of portfolio
0.05%
Previous 0.04%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 08, 2023

SELL
$41.52 - $48.38 $456 - $532
-11 Reduced 0.17%
6,359 $290,000
Q4 2022

Feb 08, 2023

BUY
$34.06 - $44.93 $34 - $44
1 Added 0.02%
6,370 $262,000
Q2 2022

Aug 08, 2022

SELL
$34.41 - $46.04 $584 - $782
-17 Reduced 0.27%
6,369 $227,000
Q1 2022

May 11, 2022

SELL
$42.91 - $53.82 $214 - $269
-5 Reduced 0.08%
6,386 $293,000
Q2 2021

Aug 10, 2021

SELL
$42.02 - $48.71 $9,496 - $11,008
-226 Reduced 3.42%
6,391 $311,000
Q1 2021

May 06, 2021

SELL
$35.52 - $42.36 $3,623 - $4,320
-102 Reduced 1.52%
6,617 $279,000
Q4 2020

Feb 03, 2021

SELL
$30.77 - $40.5 $2,676 - $3,523
-87 Reduced 1.28%
6,719 $253,000
Q3 2020

Oct 30, 2020

SELL
$22.61 - $31.03 $13,452 - $18,462
-595 Reduced 8.04%
6,806 $208,000
Q2 2020

Aug 14, 2020

BUY
$12.89 - $24.37 $95,398 - $180,362
7,401 New
7,401 $164,000

Others Institutions Holding CARR

About CARRIER GLOBAL Corp


  • Ticker CARR
  • Exchange NYSE
  • Sector Industrials
  • Industry Building Products & Equipment
  • Shares Outstandng 836,262,016
  • Market Cap $68.1B
  • Description
  • Carrier Global Corporation provides heating, ventilating, and air conditioning (HVAC), refrigeration, fire, security, and building automation technologies worldwide. It operates through three segments: HVAC, Refrigeration, and Fire & Security. The HVAC segment provides products, controls, services, and solutions to meet the heating, cooling,...
More about CARR
Track This Portfolio

Track Institutional & Family Asset Management, LLC Portfolio

Follow Institutional & Family Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Institutional & Family Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Institutional & Family Asset Management, LLC with notifications on news.