Evergreen Capital Management’s Carter's CRI Stock Holding History

Evergreen Capital Management’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
2026 Q2	$263K	Sell	6,389 -164	-3%	-$6.21K	﹤0.01%	1300
2026 Q1	$234K	Buy	+6,553	New	+$238K	0.01%	1293
2022 Q4	–	Sell	-219,440	Closed	-$14.4M	–	681
2022 Q3	$14.4M	Buy	219,440 +1,904	+0.9%	+$146K	0.75%	27
2022 Q2	$15.3M	Buy	217,536 +136,849	+170%	+$11M	0.8%	26
2022 Q1	$7.42M	Buy	80,687 +11,887	+17%	+$1.12M	0.3%	96
2021 Q4	$6.96M	Buy	+68,800	New	+$7.01M	0.28%	98

Other funds holding CRI

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Evergreen Capital Management's CRI Position: Q2 2026 in Review

Evergreen Capital Management reduced its Carter's (CRI) stake by 2.5% in Q2 2026, selling an estimated $6.21K and leaving 6,389 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Evergreen Capital Management first reported a position in CRI in Q4 2021 and has held it in 6 quarters since. The position peaked at $15.3M in Q2 2022. 47 funds tracked by Wall St. Rank hold CRI as of Q2 2026.

Evergreen Capital Management held 6,389 shares of Carter's worth $263K as of Q2 2026.
Evergreen Capital Management sold 164 Carter's shares in Q2 2026, an estimated $6.21K.
Carter's made up ﹤0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1300 holding.
Evergreen Capital Management first reported a position in Carter's in Q4 2021 and has held it in 6 quarters since.
Evergreen Capital Management's Carter's position peaked at $15.3M in Q2 2022.
47 funds tracked by Wall St. Rank held Carter's as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.