HFS
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Hantz Financial Services’s Carter's CRI Stock Holding History

Hantz Financial Services’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
2026
Q1 		$64K Buy
1,777
+200
+13% +$7.27K ﹤0.01% 1461
2025
Q4 		$51K Buy
1,577
+282
+22% +$8.8K ﹤0.01% 1422
2025
Q3 		$37K Buy
1,295
+1,196
+1,208% +$34.3K ﹤0.01% 1339
2025
Q2 		$3K Buy
99
+83
+519% +$2.81K ﹤0.01% 1875
2025
Q1 		$1K Hold
16
– – ﹤0.01% 1487
2024
Q4 		$1K Hold
16
– – ﹤0.01% 1024
2024
Q3 		$1K Sell
16
-1
-6% -$64 ﹤0.01% 1007
2024
Q2 		$1K Sell
17
-28
-62% -$1.95K ﹤0.01% 993
2024
Q1 		$4K Sell
45
-32
-42% -$2.54K ﹤0.01% 963
2023
Q4 		$6K Sell
77
-16,313
-100% -$1.13M ﹤0.01% 878
2023
Q3 		$1.13M Sell
16,390
-2,287
-12% -$163K 0.03% 387
2023
Q2 		$1.36M Buy
18,677
+1,535
+9% +$104K 0.03% 363
2023
Q1 		$1.23M Buy
17,142
+5,518
+47% +$422K 0.03% 370
2022
Q4 		$867K Buy
11,624
+735
+7% +$52.7K 0.03% 401
2022
Q3 		$714K Buy
10,889
+1,570
+17% +$120K 0.02% 401
2022
Q2 		$657K Buy
9,319
+3,981
+75% +$321K 0.02% 404
2022
Q1 		$491K Buy
5,338
+655
+14% +$61.5K 0.01% 452
2021
Q4 		$474K Buy
4,683
+350
+8% +$35.7K 0.01% 441
2021
Q3 		$421K Buy
4,333
+911
+27% +$91.9K 0.01% 430
2021
Q2 		$353K Buy
+3,422
New +$349K 0.01% 419

Other funds holding CRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return