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Belpointe Asset Management’s Carter's CRI Stock Holding History

Belpointe Asset Management’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
2023
Q2 		– Sell
-3,233
Closed -$232K – 1140
2023
Q1 		$232K Buy
3,233
+3,003
+1,306% +$230K 0.01% 868
2022
Q4 		$17.1K Buy
+230
New +$16.5K ﹤0.01% 2284

Other funds holding CRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Belpointe Asset Management's CRI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Carter's (CRI) in Q2 2023, closing a stake of 3,233 shares — an estimated $232K sold.

Belpointe Asset Management first reported a position in CRI in Q4 2022 and held it in 2 quarters. The position peaked at $232K in Q1 2023. 292 funds tracked by Wall St. Rank hold CRI as of Q2 2023.

  • Belpointe Asset Management reported no remaining Carter's position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 3,233 Carter's shares in Q2 2023, an estimated $232K.
  • Belpointe Asset Management first reported a position in Carter's in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Carter's position peaked at $232K in Q1 2023.
  • 292 funds tracked by Wall St. Rank held Carter's as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.