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Kestra Investment Management’s Carter's CRI Stock Holding History

Kestra Investment 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
2025
Q3 		– Sell
-608
Closed -$18.3K – 494
2025
Q2 		$18.3K Sell
608
-8,870
-94% -$301K ﹤0.01% 527
2025
Q1 		$388K Sell
9,478
-7,494
-44% -$360K 0.01% 303
2024
Q4 		$920K Buy
16,972
+7,734
+84% +$443K 0.04% 148
2024
Q3 		$600K Buy
+9,238
New +$593K 0.03% 182

Other funds holding CRI

RI
RWWM Inc Rocklin, California $1.35B AUM 9.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Kestra Investment Management's CRI Position: Q3 2025 in Review

Kestra Investment Management sold out of Carter's (CRI) in Q3 2025, closing a stake of 608 shares — an estimated $18.3K sold.

Kestra Investment Management first reported a position in CRI in Q3 2024 and held it in 4 quarters. The position peaked at $920K in Q4 2024. 248 funds tracked by Wall St. Rank hold CRI as of Q3 2025.

  • Kestra Investment Management reported no remaining Carter's position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 608 Carter's shares in Q3 2025, an estimated $18.3K.
  • Kestra Investment Management first reported a position in Carter's in Q3 2024 and held it in 4 quarters.
  • Kestra Investment Management's Carter's position peaked at $920K in Q4 2024.
  • 248 funds tracked by Wall St. Rank held Carter's as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.