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FORA Capital’s Carter's CRI Stock Holding History

FORA Capital’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
Q4 		– Sell
-9,480
Closed -$268K – 477
2025
Q3 		$268K Sell
9,480
-29,456
-76% -$845K 0.05% 390
2025
Q2 		$1.17M Buy
38,936
+21,378
+122% +$724K 0.13% 196
2025
Q1 		$718K Buy
+17,558
New +$844K 0.07% 277
2024
Q3 		– Sell
-9,076
Closed -$562K – 462
2024
Q2 		$562K Buy
+9,076
New +$630K 0.07% 287
2023
Q2 		– Sell
-6,745
Closed -$485K – 399
2023
Q1 		$485K Buy
6,745
+1,886
+39% +$144K 0.05% 362
2022
Q4 		$363K Sell
4,859
-3,228
-40% -$231K 0.06% 322
2022
Q3 		$530K Buy
8,087
+4,982
+160% +$382K 0.1% 247
2022
Q2 		$219K Sell
3,105
-2,023
-39% -$163K 0.04% 388
2022
Q1 		$488K Buy
+5,128
New +$482K 0.09% 289
2021
Q3 		– Sell
-380
Closed -$39K – 463
2021
Q2 		$39K Buy
+380
New +$38.7K 0.01% 752
2020
Q2 		– Sell
-8,610
Closed -$566K – 975
2020
Q1 		$566K Buy
+8,610
New +$829K 0.12% 219

Other funds holding CRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FORA Capital's CRI Position: Q4 2025 in Review

FORA Capital sold out of Carter's (CRI) in Q4 2025, closing a stake of 9,480 shares — an estimated $268K sold.

FORA Capital first reported a position in CRI in Q1 2020 and held it in 11 quarters. The position peaked at $1.17M in Q2 2025. 253 funds tracked by Wall St. Rank hold CRI as of Q4 2025.

  • FORA Capital reported no remaining Carter's position as of Q4 2025 after selling out during the quarter.
  • FORA Capital sold 9,480 Carter's shares in Q4 2025, an estimated $268K.
  • FORA Capital first reported a position in Carter's in Q1 2020 and held it in 11 quarters.
  • FORA Capital's Carter's position peaked at $1.17M in Q2 2025.
  • 253 funds tracked by Wall St. Rank held Carter's as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.