Kelly Financial Services’s Carter's CRI Stock Holding History

Kelly Financial Services’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 Q2	–	Hold	0	–	–	–	788
2024 Q1	–	Hold	0	–	–	–	792
2023 Q4	–	Sell	-40	Closed	-$2.78K	–	775
2023 Q3	$2.78K	Hold	40	–	–	﹤0.01%	519
2023 Q2	$2.89K	Buy	40 +1	+3%	+$68	﹤0.01%	519
2023 Q1	$2.83K	Hold	39	–	–	﹤0.01%	489
2022 Q4	$2.91K	Hold	39	–	–	﹤0.01%	464
2022 Q3	$2.53K	Buy	39 +1	+3%	+$77	﹤0.01%	478
2022 Q2	$2.69K	Hold	38	–	–	﹤0.01%	471
2022 Q1	$3.48K	Hold	38	–	–	﹤0.01%	469
2021 Q4	$3.8K	Buy	38 +1	+3%	+$102	﹤0.01%	479
2021 Q3	$3.63K	Sell	37 -3,795	-99%	-$383K	﹤0.01%	463
2021 Q2	$37K	Buy	3,832 +3,795	+10,257%	+$387K	﹤0.01%	489
2021 Q1	$3.29K	Hold	37	–	–	﹤0.01%	456
2020 Q4	$3.48K	Hold	37	–	–	﹤0.01%	414
2020 Q3	$3.2K	Hold	37	–	–	﹤0.01%	388
2020 Q2	$2.99K	Buy	+37	New	+$2.94K	﹤0.01%	398

Other funds holding CRI

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return