Aristides Capital’s Carter's CRI Stock Holding History

Aristides Capital’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
2026 Q1	$5.86M	Buy	163,949 +90,533	+123%	+$3.29M	1.94%	21
2025 Q4	$2.38M	Buy	73,416 +64,828	+755%	+$2.02M	0.82%	47
2025 Q3	$242K	Hold	8,588	–	–	0.07%	214
2025 Q2	$259K	Hold	8,588	–	–	0.08%	135
2025 Q1	$351K	Hold	8,588	–	–	0.13%	114
2024 Q4	$465K	Buy	8,588 +930	+12%	+$53.3K	0.15%	114
2024 Q3	$498K	Sell	7,658 -8,000	-51%	-$514K	0.21%	97
2024 Q2	$970K	Hold	15,658	–	–	0.41%	77
2024 Q1	$1.33M	Hold	15,658	–	–	0.56%	53
2023 Q4	$1.17M	Hold	15,658	–	–	0.59%	54
2023 Q3	$1.08M	Hold	15,658	–	–	0.72%	51
2023 Q2	$1.14M	Sell	15,658 -8,000	-34%	-$540K	0.67%	55
2023 Q1	$1.7M	Sell	23,658 -12,000	-34%	-$919K	1.07%	30
2022 Q4	$2.66M	Buy	35,658 +16,057	+82%	+$1.15M	1.64%	14
2022 Q3	$1.28M	Hold	19,601	–	–	1.1%	31
2022 Q2	$1.38M	Buy	19,601 +8,901	+83%	+$717K	1.08%	28
2022 Q1	$984K	Buy	+10,700	New	+$1M	0.67%	52

Other funds holding CRI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Allianz Asset Management

Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return