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Glass Jacobson Investment Advisors’s Carter's CRI Stock Holding History

Glass Jacobson Investment Advisors’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
Q3 		– Sell
-100
Closed -$6.2K – 772
2024
Q2 		$6.2K Buy
+100
New +$6.95K ﹤0.01% 603

Other funds holding CRI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Glass Jacobson Investment Advisors's CRI Position: Q3 2024 in Review

Glass Jacobson Investment Advisors sold out of Carter's (CRI) in Q3 2024, closing a stake of 100 shares — an estimated $6.2K sold.

Glass Jacobson Investment Advisors first reported a position in CRI in Q2 2024 and held it in 1 quarter. The position peaked at $6.2K in Q2 2024. 329 funds tracked by Wall St. Rank hold CRI as of Q3 2024.

  • Glass Jacobson Investment Advisors reported no remaining Carter's position as of Q3 2024 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 100 Carter's shares in Q3 2024, an estimated $6.2K.
  • Glass Jacobson Investment Advisors first reported a position in Carter's in Q2 2024 and held it in 1 quarter.
  • Glass Jacobson Investment Advisors's Carter's position peaked at $6.2K in Q2 2024.
  • 329 funds tracked by Wall St. Rank held Carter's as of Q3 2024.

Based on Glass Jacobson Investment Advisors's 13F filing for Q3 2024, filed 15 Nov 2024.