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LRI Investments’s Carter's CRI Stock Holding History

LRI Investments’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
-34
Closed -$1.02K – 1323
2025
Q2 		$1.02K Hold
34
– – ﹤0.01% 1213
2025
Q1 		$1.39K Sell
34
-1,376
-98% -$66.2K ﹤0.01% 1131
2024
Q4 		$76.4K Buy
1,410
+1,151
+444% +$65.9K 0.01% 462
2024
Q3 		$13.8K Sell
259
-1,254
-83% -$80.5K ﹤0.01% 716
2024
Q2 		$93.7K Buy
+1,513
New +$105K 0.01% 393

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 $3.37T AUM 44.26% 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

LRI Investments's CRI Position: Q3 2025 in Review

LRI Investments sold out of Carter's (CRI) in Q3 2025, closing a stake of 34 shares — an estimated $1.02K sold.

LRI Investments first reported a position in CRI in Q2 2024 and held it in 5 quarters. The position peaked at $93.7K in Q2 2024. 248 funds tracked by Wall St. Rank hold CRI as of Q3 2025.

  • LRI Investments reported no remaining Carter's position as of Q3 2025 after selling out during the quarter.
  • LRI Investments sold 34 Carter's shares in Q3 2025, an estimated $1.02K.
  • LRI Investments first reported a position in Carter's in Q2 2024 and held it in 5 quarters.
  • LRI Investments's Carter's position peaked at $93.7K in Q2 2024.
  • 248 funds tracked by Wall St. Rank held Carter's as of Q3 2025.

Based on LRI Investments's 13F filing for Q3 2025, filed 3 Nov 2025.