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Bollard Group’s Carter's CRI Stock Holding History

Bollard 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
2026
Q1 		– Sell
-424
Closed -$14K – 306
2025
Q4 		$14K Sell
424
-278
-40% -$8.68K ﹤0.01% 255
2025
Q3 		$20K Buy
702
+6
+0.9% +$172 ﹤0.01% 229
2025
Q2 		$21K Buy
696
+38
+6% +$1.29K ﹤0.01% 246
2025
Q1 		$27K Buy
658
+13
+2% +$625 ﹤0.01% 232
2024
Q4 		$35K Buy
645
+9
+1% +$516 ﹤0.01% 229
2024
Q3 		$41K Buy
636
+7
+1% +$450 ﹤0.01% 241
2024
Q2 		$39K Buy
629
+13
+2% +$903 ﹤0.01% 242
2024
Q1 		$52K Hold
616
– – ﹤0.01% 223
2023
Q4 		$46K Buy
616
+7
+1% +$486 ﹤0.01% 223
2023
Q3 		$42K Buy
609
+6
+1% +$429 ﹤0.01% 221
2023
Q2 		$44K Buy
603
+7
+1% +$473 ﹤0.01% 227
2023
Q1 		$43K Buy
596
+6
+1% +$459 ﹤0.01% 224
2022
Q4 		$44K Buy
590
+6
+1% +$430 ﹤0.01% 214
2022
Q3 		$38K Buy
584
+6
+1% +$459 ﹤0.01% 224
2022
Q2 		$41K Buy
578
+6
+1% +$483 ﹤0.01% 233
2022
Q1 		$53K Buy
572
+4
+0.7% +$376 ﹤0.01% 334
2021
Q4 		$57K Buy
568
+4
+0.7% +$408 ﹤0.01% 337
2021
Q3 		$55K Buy
564
+2
+0.4% +$202 ﹤0.01% 336
2021
Q2 		$58K Buy
562
+2
+0.4% +$204 ﹤0.01% 335
2021
Q1 		$50K Hold
560
– – ﹤0.01% 349
2020
Q4 		$53K Hold
560
– – ﹤0.01% 331
2020
Q3 		$48K Hold
560
– – ﹤0.01% 327
2020
Q2 		$45K Buy
+560
New +$44.6K ﹤0.01% 358

Other funds holding CRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bollard Group's CRI Position: Q1 2026 in Review

Bollard Group sold out of Carter's (CRI) in Q1 2026, closing a stake of 424 shares — an estimated $14K sold.

Bollard Group first reported a position in CRI in Q2 2020 and held it in 23 quarters. The position peaked at $58K in Q2 2021. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2026.

  • Bollard Group reported no remaining Carter's position as of Q1 2026 after selling out during the quarter.
  • Bollard Group sold 424 Carter's shares in Q1 2026, an estimated $14K.
  • Bollard Group first reported a position in Carter's in Q2 2020 and held it in 23 quarters.
  • Bollard Group's Carter's position peaked at $58K in Q2 2021.
  • 275 funds tracked by Wall St. Rank held Carter's as of Q1 2026.

Based on Bollard Group's 13F filing for Q1 2026, filed 14 May 2026.