Ownership history in LOGAN CAPITAL MANAGEMENT INC Β· 19 quarters on record
This page tracks every 13F SEC filing in which LOGAN CAPITAL MANAGEMENT INC reported a position in CARRIER GLOBAL CORPORA COM (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 LOGAN CAPITAL MANAGEMENT INC underperformed the S&P 500 by β6.2% annually on this CARR position. Timing score: 50% (3/6 decisions correct). Average cost basis: $38.16. Maximum drawdown during holding period: β33.9%.
β Significantly underperformed the S&P 500 by 6.2% ann.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $35.20 (2020 Q4) Β· Worst: $43.26 (2022 Q1)
πͺ Held through 2 major drawdowns (>20%).
2 adds Β· 4 trims. Bought during 1 of 6 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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