B. Metzler seel. Sohn & Co’s Carter's CRI Stock Holding History

B. Metzler seel. Sohn & Co’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	-16,099	Closed	-$1.05M	–	765
2024 Q3	$1.05M	Hold	16,099	–	–	0.01%	537
2024 Q2	$998K	Buy	16,099 +2,218	+16%	+$154K	0.01%	525
2024 Q1	$1.18M	Buy	+13,881	New	+$1.1M	0.01%	496
2022 Q2	–	Sell	-29,214	Closed	-$2.69M	–	729
2022 Q1	$2.69M	Sell	29,214 -12,859	-31%	-$1.21M	0.04%	277
2021 Q4	$4.27M	Sell	42,073 -11,495	-21%	-$1.17M	0.06%	210
2021 Q3	$5.21M	Buy	53,568 +23,502	+78%	+$2.37M	0.08%	157
2021 Q2	$3.1M	Buy	+30,066	New	+$3.06M	0.05%	226
2021 Q1	–	Sell	-19,493	Closed	-$1.86M	–	683
2020 Q4	$1.86M	Buy	+19,493	New	+$1.72M	0.03%	286

Other funds holding CRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

B. Metzler seel. Sohn & Co's CRI Position: Q4 2024 in Review

B. Metzler seel. Sohn & Co sold out of Carter's (CRI) in Q4 2024, closing a stake of 16,099 shares — an estimated $1.05M sold.

B. Metzler seel. Sohn & Co first reported a position in CRI in Q4 2020 and held it in 8 quarters. The position peaked at $5.21M in Q3 2021. 317 funds tracked by Wall St. Rank hold CRI as of Q4 2024.

B. Metzler seel. Sohn & Co reported no remaining Carter's position as of Q4 2024 after selling out during the quarter.
B. Metzler seel. Sohn & Co sold 16,099 Carter's shares in Q4 2024, an estimated $1.05M.
B. Metzler seel. Sohn & Co first reported a position in Carter's in Q4 2020 and held it in 8 quarters.
B. Metzler seel. Sohn & Co's Carter's position peaked at $5.21M in Q3 2021.
317 funds tracked by Wall St. Rank held Carter's as of Q4 2024.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q4 2024, filed 12 Feb 2025.