Expect Equity LLC’s Carter's CRI Stock Holding History

Expect Equity LLC’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
2025 Q2	–	Sell	-36,260	Closed	-$1.48M	–	48
2025 Q1	$1.48M	Hold	36,260	–	–	1.67%	32
2024 Q4	$1.96M	Buy	+36,260	New	+$2.08M	2.06%	25

Other funds holding CRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Expect Equity LLC's CRI Position: Q2 2025 in Review

Expect Equity LLC sold out of Carter's (CRI) in Q2 2025, closing a stake of 36,260 shares — an estimated $1.48M sold.

Expect Equity LLC first reported a position in CRI in Q4 2024 and held it in 2 quarters. The position peaked at $1.96M in Q4 2024. 268 funds tracked by Wall St. Rank hold CRI as of Q2 2025.

Expect Equity LLC reported no remaining Carter's position as of Q2 2025 after selling out during the quarter.
Expect Equity LLC sold 36,260 Carter's shares in Q2 2025, an estimated $1.48M.
Expect Equity LLC first reported a position in Carter's in Q4 2024 and held it in 2 quarters.
Expect Equity LLC's Carter's position peaked at $1.96M in Q4 2024.
268 funds tracked by Wall St. Rank held Carter's as of Q2 2025.

Based on Expect Equity LLC's 13F filing for Q2 2025, filed 14 Aug 2025.