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Advisor Group’s Carter's CRI Stock Holding History

Advisor Group’s Portfolio CRI Stock Details CRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$207K Buy
1,897
+81
+4% +$8.2K ﹤0.01% 2365
2019
Q3 		$166K Sell
1,816
-57
-3% -$5.2K ﹤0.01% 2456
2019
Q2 		$183K Sell
1,873
-207
-10% -$20.2K ﹤0.01% 2376
2019
Q1 		$210K Buy
2,080
+34
+2% +$3.03K ﹤0.01% 2249
2018
Q4 		$166K Sell
2,046
-282
-12% -$25.6K ﹤0.01% 2228
2018
Q3 		$230K Sell
2,328
-1,014
-30% -$107K ﹤0.01% 2053
2018
Q2 		$363K Sell
3,342
-754
-18% -$81.1K 0.01% 1545
2018
Q1 		$426K Sell
4,096
-1,578
-28% -$183K 0.01% 1431
2017
Q4 		$667K Buy
5,674
+2,085
+58% +$216K 0.01% 1141
2017
Q3 		$354K Buy
3,589
+40
+1% +$3.56K 0.01% 1415
2017
Q2 		$316K Buy
3,549
+79
+2% +$6.95K 0.01% 1445
2017
Q1 		$312K Buy
3,470
+548
+19% +$47.2K 0.01% 1358
2016
Q4 		$252K Sell
2,922
-220
-7% -$19.7K 0.01% 1397
2016
Q3 		$272K Buy
3,142
+1,023
+48% +$103K 0.01% 1324
2016
Q2 		$224K Buy
+2,119
New +$219K 0.01% 1383

Other funds holding CRI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Advisor Group's CRI Position: Q4 2019 in Review

Advisor Group increased its Carter's (CRI) stake by 4.5% in Q4 2019, buying an estimated $8.2K and bringing the position to 1,897 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #2365.

Advisor Group first reported a position in CRI in Q2 2016 and has held it in 15 quarters since. The position peaked at $667K in Q4 2017. 302 funds tracked by Wall St. Rank hold CRI as of Q4 2019.

  • Advisor Group held 1,897 shares of Carter's worth $207K as of Q4 2019.
  • Advisor Group bought 81 Carter's shares in Q4 2019, an estimated $8.2K.
  • Carter's made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2365 holding.
  • Advisor Group first reported a position in Carter's in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Carter's position peaked at $667K in Q4 2017.
  • 302 funds tracked by Wall St. Rank held Carter's as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.