Jacobs Levy Equity Management
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Jacobs Levy Equity Management’s Carter's CRI Stock Holding History

Jacobs Levy Equity 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
2026
Q1 		$12.1M Buy
+338,894
New +$12.3M 0.05% 279
2022
Q3 		– Sell
-243,503
Closed -$17.2M – 1034
2022
Q2 		$17.2M Buy
243,503
+142,657
+141% +$11.5M 0.13% 192
2022
Q1 		$9.28M Buy
+100,846
New +$9.47M 0.06% 308
2018
Q2 		– Sell
-21,810
Closed -$2.27M – 1037
2018
Q1 		$2.27M Buy
+21,810
New +$2.54M 0.04% 448

Other funds holding CRI

BlackRock
BlackRock New York $5.72T 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 $95.4B 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 $666B AUM 30.12% 1-Year Est. Return

Jacobs Levy Equity Management's CRI Position: Q1 2026 in Review

Jacobs Levy Equity Management opened a new position in Carter's (CRI) in Q1 2026: 338,894 shares worth $12.1M. The stake represents 0.05% of the portfolio and ranks #279 among its holdings. This is a return to the name: Jacobs Levy Equity Management previously reported a position in CRI as recently as Q2 2022.

Jacobs Levy Equity Management first reported a position in CRI in Q1 2018 and has held it in 4 quarters since. The position peaked at $17.2M in Q2 2022. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2026.

  • Jacobs Levy Equity Management held 338,894 shares of Carter's worth $12.1M as of Q1 2026.
  • Carter's was a new Jacobs Levy Equity Management position in Q1 2026.
  • Carter's made up 0.05% of Jacobs Levy Equity Management's portfolio in Q1 2026, its #279 holding.
  • Jacobs Levy Equity Management first reported a position in Carter's in Q1 2018 and has held it in 4 quarters since.
  • Jacobs Levy Equity Management's Carter's position peaked at $17.2M in Q2 2022.
  • 275 funds tracked by Wall St. Rank held Carter's as of Q1 2026.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2026, filed 15 May 2026.