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Lenox Wealth Advisors’s Carter's CRI Stock Holding History

Lenox 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
2020
Q2 		– Sell
-34
Closed -$2K – 626
2020
Q1 		$2K Buy
+34
New +$3.27K ﹤0.01% 571
2019
Q2 		– Sell
-35
Closed -$4K – 443
2019
Q1 		$4K Buy
+35
New +$3.12K ﹤0.01% 392
2018
Q2 		– Sell
-11
Closed -$1K – 566
2018
Q1 		$1K Buy
+11
New +$1.28K ﹤0.01% 501

Other funds holding CRI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lenox Wealth Advisors's CRI Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Carter's (CRI) in Q2 2020, closing a stake of 34 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in CRI in Q1 2018 and held it in 3 quarters. The position peaked at $4K in Q1 2019. 302 funds tracked by Wall St. Rank hold CRI as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Carter's position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 34 Carter's shares in Q2 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Carter's in Q1 2018 and held it in 3 quarters.
  • Lenox Wealth Advisors's Carter's position peaked at $4K in Q1 2019.
  • 302 funds tracked by Wall St. Rank held Carter's as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.