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Bragg Financial Advisors’s Carter's CRI Stock Holding History

Bragg Financial Advisors’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
Q3 		– Sell
-3,560
Closed -$258K – 314
2023
Q2 		$258K Sell
3,560
-58,336
-94% -$3.94M 0.01% 297
2023
Q1 		$4.45M Sell
61,896
-183
-0.3% -$14K 0.26% 121
2022
Q4 		$4.63M Buy
62,079
+121
+0.2% +$8.67K 0.28% 113
2022
Q3 		$4.06M Buy
61,958
+247
+0.4% +$18.9K 0.28% 118
2022
Q2 		$4.35M Buy
61,711
+151
+0.2% +$12.2K 0.29% 117
2022
Q1 		$5.66M Buy
61,560
+1,057
+2% +$99.3K 0.33% 105
2021
Q4 		$5.88M Hold
60,503
– – 0.38% 98
2021
Q3 		$5.88M Buy
60,503
+791
+1% +$79.8K 0.38% 98
2021
Q2 		$6.16M Buy
59,712
+940
+2% +$95.7K 0.39% 96
2021
Q1 		$5.23M Buy
+58,772
New +$5.44M 0.35% 103

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
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return