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Donoghue Forlines’s Carter's CRI Stock Holding History

Donoghue Forlines’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
-18,801
Closed -$1.22M – 135
2024
Q3 		$1.22M Buy
+18,801
New +$1.21M 0.35% 100
2024
Q1 		– Sell
-8,926
Closed -$668K – 231
2023
Q4 		$668K Sell
8,926
-1,520
-15% -$106K 0.21% 119
2023
Q3 		$722K Buy
+10,446
New +$746K 0.26% 112

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

Donoghue Forlines's CRI Position: Q4 2024 in Review

Donoghue Forlines sold out of Carter's (CRI) in Q4 2024, closing a stake of 18,801 shares — an estimated $1.22M sold.

Donoghue Forlines first reported a position in CRI in Q3 2023 and held it in 3 quarters. The position peaked at $1.22M in Q3 2024. 317 funds tracked by Wall St. Rank hold CRI as of Q4 2024.

  • Donoghue Forlines reported no remaining Carter's position as of Q4 2024 after selling out during the quarter.
  • Donoghue Forlines sold 18,801 Carter's shares in Q4 2024, an estimated $1.22M.
  • Donoghue Forlines first reported a position in Carter's in Q3 2023 and held it in 3 quarters.
  • Donoghue Forlines's Carter's position peaked at $1.22M in Q3 2024.
  • 317 funds tracked by Wall St. Rank held Carter's as of Q4 2024.

Based on Donoghue Forlines's 13F filing for Q4 2024, filed 17 Jan 2025.