HCA
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Hyperion Capital Advisors’s Carter's CRI Stock Holding History

Hyperion Capital Advisors’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
Q4 		– Sell
-3,350
Closed -$218K – 110
2024
Q3 		$218K Hold
3,350
– – 0.1% 112
2024
Q2 		$208K Hold
3,350
– – 0.1% 97
2024
Q1 		$284K Buy
+3,350
New +$266K 0.13% 63

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hyperion Capital Advisors's CRI Position: Q4 2024 in Review

Hyperion Capital Advisors sold out of Carter's (CRI) in Q4 2024, closing a stake of 3,350 shares — an estimated $218K sold.

Hyperion Capital Advisors first reported a position in CRI in Q1 2024 and held it in 3 quarters. The position peaked at $284K in Q1 2024. 317 funds tracked by Wall St. Rank hold CRI as of Q4 2024.

  • Hyperion Capital Advisors reported no remaining Carter's position as of Q4 2024 after selling out during the quarter.
  • Hyperion Capital Advisors sold 3,350 Carter's shares in Q4 2024, an estimated $218K.
  • Hyperion Capital Advisors first reported a position in Carter's in Q1 2024 and held it in 3 quarters.
  • Hyperion Capital Advisors's Carter's position peaked at $284K in Q1 2024.
  • 317 funds tracked by Wall St. Rank held Carter's as of Q4 2024.

Based on Hyperion Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.