CA Family Wealth’s Carter's CRI Stock Holding History

CA Family 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 Q1	–	Sell	-2,831	Closed	-$310K	–	69
2019 Q4	$310K	Buy	+2,831	New	+$287K	0.21%	60

Other funds holding CRI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

CA Family Wealth's CRI Position: Q1 2020 in Review

CA Family Wealth sold out of Carter's (CRI) in Q1 2020, closing a stake of 2,831 shares — an estimated $310K sold.

CA Family Wealth first reported a position in CRI in Q4 2019 and held it in 1 quarter. The position peaked at $310K in Q4 2019. 276 funds tracked by Wall St. Rank hold CRI as of Q1 2020.

CA Family Wealth reported no remaining Carter's position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 2,831 Carter's shares in Q1 2020, an estimated $310K.
CA Family Wealth first reported a position in Carter's in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Carter's position peaked at $310K in Q4 2019.
276 funds tracked by Wall St. Rank held Carter's as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.