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Epoch Investment Partners’s Carter's CRI Stock Holding History

Epoch Investment Partners’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
2019
Q3 		– Sell
-54,924
Closed -$5.36M – 284
2019
Q2 		$5.36M Sell
54,924
-365,376
-87% -$35.6M 0.02% 229
2019
Q1 		$42.4M Sell
420,300
-1,781
-0.4% -$159K 0.19% 119
2018
Q4 		$34.5M Buy
422,081
+10,122
+2% +$920K 0.16% 134
2018
Q3 		$40.6M Buy
411,959
+86,139
+26% +$9.1M 0.15% 133
2018
Q2 		$35.3K Buy
325,820
+42,611
+15% +$4.58M 0.11% 138
2018
Q1 		$29.5M Sell
283,209
-9,027
-3% -$1.05M 0.1% 152
2017
Q4 		$34.3M Sell
292,236
-7,560
-3% -$783K 0.11% 139
2017
Q3 		$29.6M Buy
299,796
+1,796
+0.6% +$160K 0.1% 153
2017
Q2 		$26.5M Buy
298,000
+6,167
+2% +$543K 0.09% 164
2017
Q1 		$26.2M Sell
291,833
-10,401
-3% -$896K 0.09% 162
2016
Q4 		$26.1M Buy
+302,234
New +$27M 0.1% 146

Other funds holding CRI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Epoch Investment Partners's CRI Position: Q3 2019 in Review

Epoch Investment Partners sold out of Carter's (CRI) in Q3 2019, closing a stake of 54,924 shares — an estimated $5.36M sold.

Epoch Investment Partners first reported a position in CRI in Q4 2016 and held it in 11 quarters. The position peaked at $42.4M in Q1 2019. 285 funds tracked by Wall St. Rank hold CRI as of Q3 2019.

  • Epoch Investment Partners reported no remaining Carter's position as of Q3 2019 after selling out during the quarter.
  • Epoch Investment Partners sold 54,924 Carter's shares in Q3 2019, an estimated $5.36M.
  • Epoch Investment Partners first reported a position in Carter's in Q4 2016 and held it in 11 quarters.
  • Epoch Investment Partners's Carter's position peaked at $42.4M in Q1 2019.
  • 285 funds tracked by Wall St. Rank held Carter's as of Q3 2019.

Based on Epoch Investment Partners's 13F filing for Q3 2019, filed 13 Nov 2019.