CARR — CARRIER GLOBAL CORPORATION

Ownership history in SYNTAX RESEARCH, INC.  ·  9 quarters on record

This page tracks every 13F SEC filing in which SYNTAX RESEARCH, INC. reported a position in CARRIER GLOBAL CORPORATION (CARR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2024 Q3)
Avg. % of fund
0.01%
First filed
2023 Q3
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 118 — 0% 0.00% $7K $59.22
2025 Q2 UNCHANGED 118 — 0% 0.01% $9K $72.39
2025 Q1 UNCHANGED 118 — 0% 0.01% $7K $62.50
2024 Q4 UNCHANGED 118 — 0% 0.01% $8K $67.29
2024 Q3 UNCHANGED 118 — 0% 0.01% $9K $78.87
2024 Q2 UNCHANGED 118 — 0% 0.01% $7K $61.81
2024 Q1 UNCHANGED 118 — 0% 0.01% $7K $56.62
2023 Q4 UNCHANGED 118 — 0% 0.01% $7K $55.96
2023 Q3 INITIATED 118 — — 0.01% $7K —
% of Fund (quarterly)    CARR price (monthly, adj. close)

Other funds also holding CARR

As of 2025 Q4 — sorted by position size

AdviceOne Advisory Services, LLC 7.2% Prevatt Capital Ltd 4.58% Gates Capital Management, Inc. 3Y 7Y 4.48% Bristol Gate Capital Partners Inc. 3Y 7Y 3.98% Raub Brock Capital Management LP 3Y 7Y 2.78% Baker Chad R 3Y 7Y 2.43% PineStone Asset Management Inc. 3Y 2.35% FIDUCIARY MANAGEMENT INC /WI/ 3Y 7Y 2.31% DELTA ASSET MANAGEMENT LLC/TN 3Y 7Y 2.23% ONTARIO TEACHERS PENSION PLAN BOARD 3Y 7Y 2.21%
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