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Dean Investment Associates’s Carter's CRI Stock Holding History

Dean Investment Associates’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
Q3 		– Sell
-97,666
Closed -$2.94M – 205
2025
Q2 		$2.94M Buy
97,666
+20,122
+26% +$682K 0.43% 116
2025
Q1 		$3.17M Buy
77,544
+13,160
+20% +$633K 0.47% 92
2024
Q4 		$3.49M Buy
64,384
+2,202
+4% +$126K 0.5% 76
2024
Q3 		$4.04M Buy
62,182
+33,457
+116% +$2.15M 0.55% 66
2024
Q2 		$1.78M Sell
28,725
-22,423
-44% -$1.56M 0.25% 162
2024
Q1 		$4.33M Buy
51,148
+4,603
+10% +$365K 0.6% 70
2023
Q4 		$3.49M Buy
46,545
+8,064
+21% +$560K 0.5% 88
2023
Q3 		$2.66M Sell
38,481
-102
-0.3% -$7.29K 0.44% 92
2023
Q2 		$2.8M Buy
38,583
+2,911
+8% +$197K 0.46% 82
2023
Q1 		$2.57M Buy
35,672
+17,021
+91% +$1.3M 0.41% 96
2022
Q4 		$1.39M Buy
18,651
+3,963
+27% +$284K 0.24% 144
2022
Q3 		$963K Buy
14,688
+5
+0% +$383 0.2% 181
2022
Q2 		$1.03M Buy
+14,683
New +$1.18M 0.2% 188
2020
Q3 		– Sell
-16,010
Closed -$1.29M – 219
2020
Q2 		$1.29M Buy
16,010
+8,073
+102% +$643K 0.31% 135
2020
Q1 		$522K Sell
7,937
-2,161
-21% -$208K 0.11% 205
2019
Q4 		$1.1M Buy
10,098
+1,790
+22% +$181K 0.17% 171
2019
Q3 		$758K Buy
+8,308
New +$757K 0.11% 202
2018
Q3 		– Sell
-6,645
Closed -$720K – 215
2018
Q2 		$720K Buy
6,645
+85
+1% +$9.14K 0.11% 187
2018
Q1 		$683K Sell
6,560
-831
-11% -$96.6K 0.1% 191
2017
Q4 		$868K Buy
7,391
+295
+4% +$30.6K 0.13% 159
2017
Q3 		$701K Buy
7,096
+1,346
+23% +$120K 0.11% 178
2017
Q2 		$511K Buy
+5,750
New +$506K 0.08% 202

Other funds holding CRI

RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
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
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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Dean Investment Associates's CRI Position: Q3 2025 in Review

Dean Investment Associates sold out of Carter's (CRI) in Q3 2025, closing a stake of 97,666 shares — an estimated $2.94M sold.

Dean Investment Associates first reported a position in CRI in Q2 2017 and held it in 22 quarters. The position peaked at $4.33M in Q1 2024. 248 funds tracked by Wall St. Rank hold CRI as of Q3 2025.

  • Dean Investment Associates reported no remaining Carter's position as of Q3 2025 after selling out during the quarter.
  • Dean Investment Associates sold 97,666 Carter's shares in Q3 2025, an estimated $2.94M.
  • Dean Investment Associates first reported a position in Carter's in Q2 2017 and held it in 22 quarters.
  • Dean Investment Associates's Carter's position peaked at $4.33M in Q1 2024.
  • 248 funds tracked by Wall St. Rank held Carter's as of Q3 2025.

Based on Dean Investment Associates's 13F filing for Q3 2025, filed 14 Nov 2025.