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JP Morgan Private Wealth Advisors’s Carter's CRI Stock Holding History

JP Morgan Private Wealth 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
2023
Q3 		– Sell
-4,525
Closed -$329K – 1728
2023
Q2 		$329K Sell
4,525
-2,511
-36% -$170K ﹤0.01% 1206
2023
Q1 		$506K Buy
7,036
+173
+3% +$13.2K ﹤0.01% 1475
2022
Q4 		$512K Buy
6,863
+2,281
+50% +$163K ﹤0.01% 1468
2022
Q3 		$300K Buy
4,582
+224
+5% +$17.2K ﹤0.01% 1645
2022
Q2 		$307K Buy
4,358
+175
+4% +$14.1K ﹤0.01% 1640
2022
Q1 		$385K Buy
4,183
+379
+10% +$35.6K ﹤0.01% 1644
2021
Q4 		$385K Sell
3,804
-202
-5% -$20.6K ﹤0.01% 1647
2021
Q3 		$390K Buy
4,006
+100
+3% +$10.1K ﹤0.01% 1601
2021
Q2 		$403K Buy
3,906
+1,458
+60% +$149K ﹤0.01% 1558
2021
Q1 		$218K Sell
2,448
-1,147
-32% -$106K ﹤0.01% 1649
2020
Q4 		$338K Sell
3,595
-224
-6% -$19.7K ﹤0.01% 1452
2020
Q3 		$331K Buy
3,819
+36
+1% +$3K ﹤0.01% 1321
2020
Q2 		$305K Sell
3,783
-432
-10% -$34.4K ﹤0.01% 1298
2020
Q1 		$277K Buy
+4,215
New +$406K ﹤0.01% 1162

Other funds holding CRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CRI Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors sold out of Carter's (CRI) in Q3 2023, closing a stake of 4,525 shares — an estimated $329K sold.

JP Morgan Private Wealth Advisors first reported a position in CRI in Q1 2020 and held it in 14 quarters. The position peaked at $512K in Q4 2022. 301 funds tracked by Wall St. Rank hold CRI as of Q3 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Carter's position as of Q3 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 4,525 Carter's shares in Q3 2023, an estimated $329K.
  • JP Morgan Private Wealth Advisors first reported a position in Carter's in Q1 2020 and held it in 14 quarters.
  • JP Morgan Private Wealth Advisors's Carter's position peaked at $512K in Q4 2022.
  • 301 funds tracked by Wall St. Rank held Carter's as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.