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Lindenwold Advisors’s Carter's CRI Stock Holding History

Lindenwold 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
2024
Q4 		– Sell
-4,270
Closed -$277K – 114
2024
Q3 		$277K Buy
4,270
+75
+2% +$4.82K 0.14% 103
2024
Q2 		$260K Sell
4,195
-48
-1% -$3.33K 0.14% 97
2024
Q1 		$359K Buy
+4,243
New +$337K 0.19% 86
2023
Q4 		– Sell
-4,236
Closed -$293K – 115
2023
Q3 		$293K Buy
4,236
+21
+0.5% +$1.5K 0.18% 89
2023
Q2 		$306K Sell
4,215
-1,341
-24% -$90.6K 0.19% 87
2023
Q1 		$400K Sell
5,556
-11
-0.2% -$842 0.25% 79
2022
Q4 		$415K Sell
5,567
-378
-6% -$27.1K 0.28% 77
2022
Q3 		$390K Buy
5,945
+113
+2% +$8.65K 0.29% 77
2022
Q2 		$411K Buy
5,832
+67
+1% +$5.4K 0.29% 76
2022
Q1 		$530K Buy
5,765
+285
+5% +$26.8K 0.33% 71
2021
Q4 		$555K Buy
+5,480
New +$559K 0.32% 73

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lindenwold Advisors's CRI Position: Q4 2024 in Review

Lindenwold Advisors sold out of Carter's (CRI) in Q4 2024, closing a stake of 4,270 shares — an estimated $277K sold.

Lindenwold Advisors first reported a position in CRI in Q4 2021 and held it in 11 quarters. The position peaked at $555K in Q4 2021. 317 funds tracked by Wall St. Rank hold CRI as of Q4 2024.

  • Lindenwold Advisors reported no remaining Carter's position as of Q4 2024 after selling out during the quarter.
  • Lindenwold Advisors sold 4,270 Carter's shares in Q4 2024, an estimated $277K.
  • Lindenwold Advisors first reported a position in Carter's in Q4 2021 and held it in 11 quarters.
  • Lindenwold Advisors's Carter's position peaked at $555K in Q4 2021.
  • 317 funds tracked by Wall St. Rank held Carter's as of Q4 2024.

Based on Lindenwold Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.