GI
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Gradient Investments’s Carter's CRI Stock Holding History

Gradient Investments’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
Q2 		– Sell
-6
Closed -$508 – 1402
2024
Q1 		$508 Hold
6
– – ﹤0.01% 1015
2023
Q4 		$449 Hold
6
– – ﹤0.01% 1618
2023
Q3 		$415 Buy
+6
New +$429 ﹤0.01% 1582
2016
Q3 		– Sell
-50
Closed -$5K – 721
2016
Q2 		$5K Hold
50
– – ﹤0.01% 504
2016
Q1 		$5K Hold
50
– – ﹤0.01% 521
2015
Q4 		$4K Buy
+50
New +$4.46K ﹤0.01% 511

Other funds holding CRI

JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $5.7T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 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