CVA Family Office’s Carter's CRI Stock Holding History

CVA Family Office’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 Q1	–	Sell	-20	Closed	-$1.08K	–	1409
2024 Q4	$1.08K	Buy	20 +4	+25%	+$229	﹤0.01%	1078
2024 Q3	$1.04K	Hold	16	–	–	﹤0.01%	1070
2024 Q2	$992	Buy	+16	New	+$1.11K	﹤0.01%	1076

Other funds holding CRI

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

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

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

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

CVA Family Office's CRI Position: Q1 2025 in Review

CVA Family Office sold out of Carter's (CRI) in Q1 2025, closing a stake of 20 shares — an estimated $1.08K sold.

CVA Family Office first reported a position in CRI in Q2 2024 and held it in 3 quarters. The position peaked at $1.08K in Q4 2024. 286 funds tracked by Wall St. Rank hold CRI as of Q1 2025.

CVA Family Office reported no remaining Carter's position as of Q1 2025 after selling out during the quarter.
CVA Family Office sold 20 Carter's shares in Q1 2025, an estimated $1.08K.
CVA Family Office first reported a position in Carter's in Q2 2024 and held it in 3 quarters.
CVA Family Office's Carter's position peaked at $1.08K in Q4 2024.
286 funds tracked by Wall St. Rank held Carter's as of Q1 2025.

Based on CVA Family Office's 13F filing for Q1 2025, filed 16 Apr 2025.