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Institutional & Family Asset Management’s Carter's CRI Stock Holding History

Institutional & Family Asset 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
2022
Q3 		– Sell
-99
Closed -$7K – 717
2022
Q2 		$7K Sell
99
-355
-78% -$28.6K ﹤0.01% 433
2022
Q1 		$42K Buy
+454
New +$42.6K 0.01% 271

Other funds holding CRI

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Institutional & Family Asset Management's CRI Position: Q3 2022 in Review

Institutional & Family Asset Management sold out of Carter's (CRI) in Q3 2022, closing a stake of 99 shares — an estimated $7K sold.

Institutional & Family Asset Management first reported a position in CRI in Q1 2022 and held it in 2 quarters. The position peaked at $42K in Q1 2022. 299 funds tracked by Wall St. Rank hold CRI as of Q3 2022.

  • Institutional & Family Asset Management reported no remaining Carter's position as of Q3 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 99 Carter's shares in Q3 2022, an estimated $7K.
  • Institutional & Family Asset Management first reported a position in Carter's in Q1 2022 and held it in 2 quarters.
  • Institutional & Family Asset Management's Carter's position peaked at $42K in Q1 2022.
  • 299 funds tracked by Wall St. Rank held Carter's as of Q3 2022.

Based on Institutional & Family Asset Management's 13F filing for Q3 2022, filed 7 Nov 2022.