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Klein Pavlis & Peasley Financial’s Carter's CRI Stock Holding History

Klein Pavlis & Peasley Financial’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
Q1 		– Sell
-18,300
Closed -$992K – 78
2024
Q4 		$992K Buy
18,300
+1,446
+9% +$82.8K 0.8% 48
2024
Q3 		$1.1M Buy
16,854
+2,046
+14% +$131K 0.88% 43
2024
Q2 		$918K Buy
+14,808
New +$1.03M 0.81% 49

Other funds holding CRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Klein Pavlis & Peasley Financial's CRI Position: Q1 2025 in Review

Klein Pavlis & Peasley Financial sold out of Carter's (CRI) in Q1 2025, closing a stake of 18,300 shares — an estimated $992K sold.

Klein Pavlis & Peasley Financial first reported a position in CRI in Q2 2024 and held it in 3 quarters. The position peaked at $1.1M in Q3 2024. 286 funds tracked by Wall St. Rank hold CRI as of Q1 2025.

  • Klein Pavlis & Peasley Financial reported no remaining Carter's position as of Q1 2025 after selling out during the quarter.
  • Klein Pavlis & Peasley Financial sold 18,300 Carter's shares in Q1 2025, an estimated $992K.
  • Klein Pavlis & Peasley Financial first reported a position in Carter's in Q2 2024 and held it in 3 quarters.
  • Klein Pavlis & Peasley Financial's Carter's position peaked at $1.1M in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Carter's as of Q1 2025.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q1 2025, filed 9 May 2025.