Covestor
CRI icon

Covestor’s Carter's CRI Stock Holding History

Covestor’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
2026
Q3 		$9K Sell
266
-19
-7% -$679 0.01% 1523
2026
Q2 		$12K Sell
285
-1,208
-81% -$45.7K 0.01% 1419
2026
Q1 		$54K Sell
1,493
-2,811
-65% -$102K 0.04% 658
2025
Q4 		$140K Buy
4,304
+88
+2% +$2.75K 0.07% 379
2025
Q3 		$119K Buy
4,216
+1,269
+43% +$36.4K 0.07% 475
2025
Q2 		$89K Buy
2,947
+372
+14% +$12.6K 0.05% 616
2025
Q1 		$106K Buy
2,575
+404
+19% +$19.4K 0.07% 448
2024
Q4 		$118K Buy
2,171
+140
+7% +$8.02K 0.07% 418
2024
Q3 		$132K Buy
2,031
+270
+15% +$17.3K 0.08% 367
2024
Q2 		$109K Sell
1,761
-94
-5% -$6.53K 0.07% 432
2024
Q1 		$156K Buy
1,855
+1,727
+1,349% +$137K 0.1% 262
2023
Q4 		$9K Sell
128
-1,365
-91% -$94.8K 0.01% 1630
2023
Q3 		$103K Buy
1,493
+76
+5% +$5.43K 0.08% 394
2023
Q2 		$103K Buy
1,417
+423
+43% +$28.6K 0.08% 418
2023
Q1 		$72K Sell
994
-6
-0.6% -$459 0.06% 549
2022
Q4 		$75K Buy
1,000
+99
+11% +$7.09K 0.06% 547
2022
Q3 		$59K Sell
901
-287
-24% -$22K 0.05% 631
2022
Q2 		$84K Buy
1,188
+561
+89% +$45.2K 0.07% 505
2022
Q1 		$58K Buy
627
+354
+130% +$33.2K 0.04% 753
2021
Q4 		$28K Buy
+273
New +$27.8K 0.04% 770

Other funds holding CRI

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Covestor's CRI Position: Q3 2026 in Review

Covestor reduced its Carter's (CRI) stake by 6.7% in Q3 2026, selling an estimated $679 and leaving 266 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #1523.

Covestor first reported a position in CRI in Q4 2021 and has held it in 20 quarters since. The position peaked at $156K in Q1 2024. 225 funds tracked by Wall St. Rank hold CRI as of Q3 2026.

  • Covestor held 266 shares of Carter's worth $9K as of Q3 2026.
  • Covestor sold 19 Carter's shares in Q3 2026, an estimated $679.
  • Carter's made up 0.01% of Covestor's portfolio in Q3 2026, its #1523 holding.
  • Covestor first reported a position in Carter's in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Carter's position peaked at $156K in Q1 2024.
  • 225 funds tracked by Wall St. Rank held Carter's as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.