Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Carter's CRI Stock Holding History

Capital Fund Management (CFM)’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
2025
Q4 		– Sell
-17,900
Closed -$505K – 2409
2025
Q3 		$505K Sell
17,900
-3,200
-15% -$91.8K ﹤0.01% 2299
2025
Q2 		$636K Buy
+21,100
New +$715K ﹤0.01% 2143
2019
Q1 		– Sell
-4,000
Closed -$326K – 1722
2018
Q4 		$326K Sell
4,000
-10,600
-73% -$963K ﹤0.01% 1570
2018
Q3 		$1.44M Buy
14,600
+11,100
+317% +$1.17M 0.01% 1244
2018
Q2 		$379K Buy
+3,500
New +$376K ﹤0.01% 1708
2016
Q1 		– Sell
-2,900
Closed -$258K – 1565
2015
Q4 		$258K Buy
+2,900
New +$259K ﹤0.01% 1368

Other funds holding CRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Fund Management (CFM)'s CRI Position: Q3 2025 in Review

Capital Fund Management (CFM) sold out of Carter's (CRI) in Q3 2025, closing a stake of 63,031 shares — an estimated $1.81M sold.

Capital Fund Management (CFM) first reported a position in CRI in Q2 2013 and held it in 18 quarters. The position peaked at $20.6M in Q1 2017. 248 funds tracked by Wall St. Rank hold CRI as of Q3 2025.

  • Capital Fund Management (CFM) reported no remaining Carter's position as of Q3 2025 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 63,031 Carter's shares in Q3 2025, an estimated $1.81M.
  • Capital Fund Management (CFM) first reported a position in Carter's in Q2 2013 and held it in 18 quarters.
  • Capital Fund Management (CFM)'s Carter's position peaked at $20.6M in Q1 2017.
  • 248 funds tracked by Wall St. Rank held Carter's as of Q3 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q3 2025, filed 13 Nov 2025.