Marshall Wace
CRI icon

Marshall Wace’s Carter's CRI Stock Holding History

Marshall Wace’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
2026
Q1 		$38M Buy
1,061,468
+701,290
+195% +$25.5M 0.04% 460
2025
Q4 		$11.7M Sell
360,178
-39,814
-10% -$1.24M 0.01% 816
2025
Q3 		$11.3M Sell
399,992
-542,739
-58% -$15.6M 0.01% 876
2025
Q2 		$28.4M Sell
942,731
-181,660
-16% -$6.16M 0.03% 456
2025
Q1 		$46M Buy
+1,124,391
New +$54.1M 0.06% 293
2024
Q4 		– Sell
-79,933
Closed -$5.19M – 2636
2024
Q3 		$5.19M Buy
+79,933
New +$5.13M 0.01% 984
2024
Q2 		– Sell
-3,200
Closed -$271K – 2610
2024
Q1 		$271K Buy
+3,200
New +$254K ﹤0.01% 2148
2021
Q2 		– Sell
-38,459
Closed -$3.42M – 2709
2021
Q1 		$3.42M Buy
+38,459
New +$3.56M 0.02% 1041
2020
Q4 		– Sell
-60,206
Closed -$5.21M – 1921
2020
Q3 		$5.21M Buy
+60,206
New +$5.01M 0.03% 502
2019
Q4 		– Sell
-413
Closed -$38K – 1752
2019
Q3 		$38K Sell
413
-4,801
-92% -$438K ﹤0.01% 1527
2019
Q2 		$509K Buy
+5,214
New +$508K ﹤0.01% 1079
2018
Q4 		– Sell
-345,825
Closed -$34.1M – 1619
2018
Q3 		$34.1M Buy
345,825
+141,168
+69% +$14.9M 0.29% 89
2018
Q2 		$22.2M Buy
+204,657
New +$22M 0.33% 88
2017
Q1 		– Sell
-212,276
Closed -$18.3M – 391
2016
Q4 		$18.3M Buy
212,276
+207,998
+4,862% +$18.6M 0.12% 206
2016
Q3 		$371K Sell
4,278
-114,342
-96% -$11.5M ﹤0.01% 834
2016
Q2 		$12.6M Buy
118,620
+40,123
+51% +$4.14M 0.11% 210
2016
Q1 		$8.27M Buy
+78,497
New +$7.52M 0.08% 242
2015
Q4 		– Sell
-29,494
Closed -$2.67M – 993
2015
Q3 		$2.67M Buy
+29,494
New +$2.96M 0.03% 395
2014
Q3 		– Sell
-207,996
Closed -$14.3M – 902
2014
Q2 		$14.3M Buy
+207,996
New +$15.1M 0.21% 135

Other funds holding CRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marshall Wace's CRI Position: Q1 2026 in Review

Marshall Wace increased its Carter's (CRI) stake by 195% in Q1 2026, buying an estimated $25.5M and bringing the position to 1,061,468 shares worth $38M. The position accounts for 0.04% of the portfolio, ranked #460.

Marshall Wace first reported a position in CRI in Q2 2014 and has held it in 19 quarters since. The position peaked at $46M in Q1 2025. 275 funds tracked by Wall St. Rank hold CRI as of Q1 2026.

  • Marshall Wace held 1,061,468 shares of Carter's worth $38M as of Q1 2026.
  • Marshall Wace bought 701,290 Carter's shares in Q1 2026, an estimated $25.5M.
  • Carter's made up 0.04% of Marshall Wace's portfolio in Q1 2026, its #460 holding.
  • Marshall Wace first reported a position in Carter's in Q2 2014 and has held it in 19 quarters since.
  • Marshall Wace's Carter's position peaked at $46M in Q1 2025.
  • 275 funds tracked by Wall St. Rank held Carter's as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.