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Disciplined Investments’s Carter's CRI Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-8
Closed -$581 – 420
2023
Q2 		$581 Sell
8
-1
-11% -$68 ﹤0.01% 1173
2023
Q1 		$647 Hold
9
– – ﹤0.01% 1150
2022
Q4 		$671 Buy
9
+4
+80% +$287 ﹤0.01% 1063
2022
Q3 		$0 Sell
5
-3
-38% -$230 ﹤0.01% 1295
2022
Q2 		$1K Buy
8
+1
+14% +$81 ﹤0.01% 856
2022
Q1 		$1K Buy
+7
New +$657 ﹤0.01% 913

Other funds holding CRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Disciplined Investments's CRI Position: Q3 2023 in Review

Disciplined Investments sold out of Carter's (CRI) in Q3 2023, closing a stake of 8 shares — an estimated $581 sold.

Disciplined Investments first reported a position in CRI in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q2 2022. 301 funds tracked by Wall St. Rank hold CRI as of Q3 2023.

  • Disciplined Investments reported no remaining Carter's position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 Carter's shares in Q3 2023, an estimated $581.
  • Disciplined Investments first reported a position in Carter's in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Carter's position peaked at $1K in Q2 2022.
  • 301 funds tracked by Wall St. Rank held Carter's as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.