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Buckingham Strategic Wealth’s Carter's CRI Stock Holding History

Buckingham Strategic Wealth’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
2020
Q2 		– Sell
-12,659
Closed -$832K – 420
2020
Q1 		$832K Buy
+12,659
New +$1.22M 0.08% 184

Other funds holding CRI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Buckingham Strategic Wealth's CRI Position: Q2 2020 in Review

Buckingham Strategic Wealth sold out of Carter's (CRI) in Q2 2020, closing a stake of 12,659 shares — an estimated $832K sold.

Buckingham Strategic Wealth first reported a position in CRI in Q1 2020 and held it in 1 quarter. The position peaked at $832K in Q1 2020. 302 funds tracked by Wall St. Rank hold CRI as of Q2 2020.

  • Buckingham Strategic Wealth reported no remaining Carter's position as of Q2 2020 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 12,659 Carter's shares in Q2 2020, an estimated $832K.
  • Buckingham Strategic Wealth first reported a position in Carter's in Q1 2020 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Carter's position peaked at $832K in Q1 2020.
  • 302 funds tracked by Wall St. Rank held Carter's as of Q2 2020.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.