Evelyn Partners Investment Management LLP
Position in CARR — CARRIER GLOBAL Corp
CIK 2065206
London, X0
Position in CARR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$99,950
-$1,877,587 QoQ
Shares Held
1,775
-95.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CARR Over Time
Shares Held
Position Value (USD)
Position in Building Products & Equipment
Industrials · as of Mar 31, 2026Evelyn Partners Investment Management LLP holds $496,805 across 4 Building Products & Equipment names. CARR ranks #2 (20.1% of the industry book) .
All Filings in CARR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $99,950 | 1,775 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,977,537 | 37,425 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,317,255 | 38,815 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,473,090 | 33,790 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $2,225,974 | 35,110 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $2,168,961 | 31,775 | Shares | Sole | 2025-12-11 | |
| No filing history on record for this holder in this stock. | ||||||