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Global Financial Private Client’s Carter's CRI Stock Holding History

Global Financial Private Client’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
-4
Closed -$164 – 521
2025
Q1 		$164 Buy
4
+2
+100% +$96 ﹤0.01% 1557
2024
Q4 		$108 Buy
+2
New +$115 ﹤0.01% 1464

Other funds holding CRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Global Financial Private Client's CRI Position: Q2 2025 in Review

Global Financial Private Client sold out of Carter's (CRI) in Q2 2025, closing a stake of 4 shares — an estimated $164 sold.

Global Financial Private Client first reported a position in CRI in Q4 2024 and held it in 2 quarters. The position peaked at $164 in Q1 2025. 268 funds tracked by Wall St. Rank hold CRI as of Q2 2025.

  • Global Financial Private Client reported no remaining Carter's position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 4 Carter's shares in Q2 2025, an estimated $164.
  • Global Financial Private Client first reported a position in Carter's in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Carter's position peaked at $164 in Q1 2025.
  • 268 funds tracked by Wall St. Rank held Carter's as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.