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Hillsdale Investment Management’s Carter's CRI Stock Holding History

Hillsdale Investment Management’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
-7,680
Closed -$476K – 615
2024
Q2 		$476K Hold
7,680
– – 0.04% 345
2024
Q1 		$650K Sell
7,680
-100
-1% -$7.94K 0.05% 250
2023
Q4 		$583K Buy
+7,780
New +$540K 0.05% 251
2018
Q2 		– Sell
-3,400
Closed -$354K – 505
2018
Q1 		$354K Buy
+3,400
New +$395K 0.05% 256
2016
Q1 		– Sell
-120
Closed -$11K – 496
2015
Q4 		$11K Sell
120
-3,100
-96% -$277K ﹤0.01% 380
2015
Q3 		$292K Buy
3,220
+120
+4% +$12K 0.1% 213
2015
Q2 		$330K Buy
+3,100
New +$311K 0.1% 206

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

Hillsdale Investment Management's CRI Position: Q3 2024 in Review

Hillsdale Investment Management sold out of Carter's (CRI) in Q3 2024, closing a stake of 7,680 shares — an estimated $476K sold.

Hillsdale Investment Management first reported a position in CRI in Q2 2015 and held it in 7 quarters. The position peaked at $650K in Q1 2024. 329 funds tracked by Wall St. Rank hold CRI as of Q3 2024.

  • Hillsdale Investment Management reported no remaining Carter's position as of Q3 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 7,680 Carter's shares in Q3 2024, an estimated $476K.
  • Hillsdale Investment Management first reported a position in Carter's in Q2 2015 and held it in 7 quarters.
  • Hillsdale Investment Management's Carter's position peaked at $650K in Q1 2024.
  • 329 funds tracked by Wall St. Rank held Carter's as of Q3 2024.

Based on Hillsdale Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.