Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Carter's CRI Stock Holding History

Envestnet Portfolio Solutions’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
-4,830
Closed -$314K – 1735
2024
Q3 		$314K Buy
4,830
+1,496
+45% +$96.1K ﹤0.01% 1425
2024
Q2 		$207K Buy
+3,334
New +$232K ﹤0.01% 1578
2024
Q1 		– Sell
-3,591
Closed -$269K – 1611
2023
Q4 		$269K Sell
3,591
-818
-19% -$56.8K ﹤0.01% 1351
2023
Q3 		$305K Buy
+4,409
New +$315K ﹤0.01% 1219

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

Envestnet Portfolio Solutions's CRI Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of Carter's (CRI) in Q4 2024, closing a stake of 4,830 shares — an estimated $314K sold.

Envestnet Portfolio Solutions first reported a position in CRI in Q3 2023 and held it in 4 quarters. The position peaked at $314K in Q3 2024. 317 funds tracked by Wall St. Rank hold CRI as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining Carter's position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 4,830 Carter's shares in Q4 2024, an estimated $314K.
  • Envestnet Portfolio Solutions first reported a position in Carter's in Q3 2023 and held it in 4 quarters.
  • Envestnet Portfolio Solutions's Carter's position peaked at $314K in Q3 2024.
  • 317 funds tracked by Wall St. Rank held Carter's as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.