Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Carter's CRI Stock Holding History

Kovitz Investment Group Partners’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
2022
Q4 		– Sell
-4,800
Closed -$315K – 392
2022
Q3 		$315K Sell
4,800
-1,040
-18% -$79.6K 0.01% 351
2022
Q2 		$412K Buy
5,840
+1,340
+30% +$108K 0.01% 348
2022
Q1 		$414K Buy
+4,500
New +$423K 0.01% 354
2021
Q4 		– Sell
-4,500
Closed -$438K – 412
2021
Q3 		$438K Hold
4,500
– – 0.01% 362
2021
Q2 		$464K Hold
4,500
– – 0.01% 366
2021
Q1 		$400K Buy
+4,500
New +$416K 0.01% 352

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Vanguard Group
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kovitz Investment Group Partners's CRI Position: Q4 2022 in Review

Kovitz Investment Group Partners sold out of Carter's (CRI) in Q4 2022, closing a stake of 4,800 shares — an estimated $315K sold.

Kovitz Investment Group Partners first reported a position in CRI in Q1 2021 and held it in 6 quarters. The position peaked at $464K in Q2 2021. 309 funds tracked by Wall St. Rank hold CRI as of Q4 2022.

  • Kovitz Investment Group Partners reported no remaining Carter's position as of Q4 2022 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 4,800 Carter's shares in Q4 2022, an estimated $315K.
  • Kovitz Investment Group Partners first reported a position in Carter's in Q1 2021 and held it in 6 quarters.
  • Kovitz Investment Group Partners's Carter's position peaked at $464K in Q2 2021.
  • 309 funds tracked by Wall St. Rank held Carter's as of Q4 2022.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2022, filed 19 Jan 2023.