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Atria Investments’s Carter's CRI Stock Holding History

Atria Investments’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
2024
Q4 		– Sell
-6,161
Closed -$400K – 1876
2024
Q3 		$400K Buy
6,161
+2,715
+79% +$174K 0.01% 1445
2024
Q2 		$214K Buy
+3,446
New +$239K ﹤0.01% 1786
2018
Q3 		– Sell
-2,961
Closed -$321K – 980
2018
Q2 		$321K Sell
2,961
-273
-8% -$29.4K 0.01% 720
2018
Q1 		$337K Sell
3,234
-171
-5% -$19.9K 0.02% 637
2017
Q4 		$400K Sell
3,405
-281
-8% -$29.1K 0.02% 552
2017
Q3 		$364K Buy
3,686
+180
+5% +$16K 0.02% 537
2017
Q2 		$312K Buy
3,506
+247
+8% +$21.7K 0.02% 545
2017
Q1 		$293K Buy
3,259
+314
+11% +$27.1K 0.02% 526
2016
Q4 		$254K Buy
+2,945
New +$263K 0.02% 525

Other funds holding CRI

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atria Investments's CRI Position: Q4 2024 in Review

Atria Investments sold out of Carter's (CRI) in Q4 2024, closing a stake of 6,161 shares — an estimated $400K sold.

Atria Investments first reported a position in CRI in Q4 2016 and held it in 9 quarters. The position peaked at $400K in Q3 2024. 317 funds tracked by Wall St. Rank hold CRI as of Q4 2024.

  • Atria Investments reported no remaining Carter's position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 6,161 Carter's shares in Q4 2024, an estimated $400K.
  • Atria Investments first reported a position in Carter's in Q4 2016 and held it in 9 quarters.
  • Atria Investments's Carter's position peaked at $400K in Q3 2024.
  • 317 funds tracked by Wall St. Rank held Carter's as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.