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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 – 1401
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 $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gradient Investments's CRI Position: Q2 2024 in Review

Gradient Investments sold out of Carter's (CRI) in Q2 2024, closing a stake of 6 shares — an estimated $508 sold.

Gradient Investments first reported a position in CRI in Q4 2015 and held it in 6 quarters. The position peaked at $5K in Q2 2016. 329 funds tracked by Wall St. Rank hold CRI as of Q2 2024.

  • Gradient Investments reported no remaining Carter's position as of Q2 2024 after selling out during the quarter.
  • Gradient Investments sold 6 Carter's shares in Q2 2024, an estimated $508.
  • Gradient Investments first reported a position in Carter's in Q4 2015 and held it in 6 quarters.
  • Gradient Investments's Carter's position peaked at $5K in Q2 2016.
  • 329 funds tracked by Wall St. Rank held Carter's as of Q2 2024.

Based on Gradient Investments's 13F filing for Q2 2024, filed 18 Jul 2024.