CPG
CRI icon

Cornerstone Planning Group’s Carter's CRI Stock Holding History

Cornerstone Planning 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
2024
Q4 		– Sell
-21
Closed -$1.17K – 1417
2024
Q3 		$1.17K Hold
21
– – ﹤0.01% 908
2024
Q2 		$1.25K Buy
+21
New +$1.46K ﹤0.01% 891
2023
Q3 		– Sell
-7
Closed -$508 – 1232
2023
Q2 		$508 Buy
+7
New +$473 ﹤0.01% 1458
2022
Q4 		$1.03K Buy
+13
New +$931 ﹤0.01% 1349

Other funds holding CRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Cornerstone Planning Group's CRI Position: Q4 2024 in Review

Cornerstone Planning Group sold out of Carter's (CRI) in Q4 2024, closing a stake of 21 shares — an estimated $1.17K sold.

Cornerstone Planning Group first reported a position in CRI in Q4 2022 and held it in 4 quarters. The position peaked at $1.25K in Q2 2024. 317 funds tracked by Wall St. Rank hold CRI as of Q4 2024.

  • Cornerstone Planning Group reported no remaining Carter's position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 21 Carter's shares in Q4 2024, an estimated $1.17K.
  • Cornerstone Planning Group first reported a position in Carter's in Q4 2022 and held it in 4 quarters.
  • Cornerstone Planning Group's Carter's position peaked at $1.25K in Q2 2024.
  • 317 funds tracked by Wall St. Rank held Carter's as of Q4 2024.

Based on Cornerstone Planning Group's 13F filing for Q4 2024, filed 29 Jan 2025.