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Stock impact report

Carrier Global Corporation (CARR) Fell in Q3 Despite Good Results [Yahoo! Finance]

Carrier Global Corporation (CARR) 
Company Research Source: Yahoo! Finance
letter can be downloaded here . The strategy underperformed the benchmark, the S&P 500® Total Return Index, this quarter, but still surpassed the index in dividend growth. The underperformance was due to a lack of significant exposure to the AI/TMT sector or the Value sector, which provides advantages stemming from the Federal Reserve's rate cut. The portfolio returned 15% dividend growth over the trailing 12 months, driven by the strong underlying fundamentals. In addition, please check the fund's top five holdings to know its best picks in 2025. In its third-quarter 2025 investor letter, Bristol Gate US Equity Strategy highlighted stocks such as Carrier Global Corporation (NYSE: CARR ). Carrier Global Corporation (NYSE:CARR) is an intelligent climate and energy solutions provider that operates through Heating, Ventilating, and Air Conditioning (HVAC) and Refrigeration. The one-month return of Carrier Global Corporation (NYSE:CARR) was -0.72%, and its shares lost 21.73% of their va Show less Read more
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