Ownership history in Baker Chad R Β· 23 quarters on record
This page tracks every 13F SEC filing in which Baker Chad R reported a position in CARRIER GLOBAL CORP (CARR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Baker Chad R outperformed the S&P 500 by +4.6% annually on this CARR position. Timing score: 78% (7/9 decisions correct). Average cost basis: $21.45. Maximum drawdown during holding period: β33.9%.
β
Outperformed SPY on this position by 4.6% ann.
22 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
7 of 9 add/trim decisions correct
Best entry: $20.62 (2020 Q2) Β· Worst: $53.37 (2023 Q3)
πͺ Held through 2 major drawdowns (>20%).
5 adds Β· 5 trims. Bought during 1 of 7 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.43% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size