Jefferies Group's CARR Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 137,780 shares of Carrier Global Corporation (CARR) worth $7.76 M, representing 0.05% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in CARR, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 73,600 shares. Largest reduction occurred in Q4 2024, reducing 80,940 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Carrier Global Corporation (CARR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Carrier Global Corporation (CARR) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +73,493 | Add 114.32% | 137,780 | $56.31 |
| Q4 2025 | +64,287 | New Buy | 64,287 | $52.84 |
| Q2 2025 | -9,024 | Sold Out | 0 | $0.00 |
| Q1 2025 | -485 | Reduce 5.10% | 9,024 | $63.40 |
| Q4 2024 | -80,940 | Reduce 89.49% | 9,509 | $68.26 |
| Q3 2024 | +73,600 | Add 436.82% | 90,449 | $80.49 |
| Q2 2024 | -6,891 | Reduce 29.03% | 16,849 | $63.08 |
| Q1 2024 | -8,207 | Reduce 25.69% | 23,740 | $58.13 |
| Q4 2023 | +4,866 | Add 17.97% | 31,947 | $57.45 |
| Q3 2023 | -568 | Reduce 2.05% | 27,081 | $55.20 |
| Q2 2023 | -45,865 | Reduce 62.39% | 27,649 | $49.71 |
| Q1 2023 | +59,059 | Add 408.57% | 73,514 | $45.75 |
| Q4 2022 | +14,455 | New Buy | 14,455 | $41.25 |
Jefferies Group's Carrier Global Corporation Investment FAQs
Jefferies Group first purchased Carrier Global Corporation (CARR) in Q4 2022, acquiring 14,455 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Carrier Global Corporation (CARR) for 13 quarters since Q4 2022.
Jefferies Group's largest addition to Carrier Global Corporation (CARR) was in Q3 2024, adding 90,449 shares worth $7.28 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 137,780 shares of Carrier Global Corporation (CARR), valued at approximately $7.76 M.
As of the Q1 2026 filing, Carrier Global Corporation (CARR) represents approximately 0.05% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Carrier Global Corporation (CARR) was 137,780 shares, as reported at the end of Q1 2026.