Mather Group’s Carter's CRI Stock Holding History

Mather Group’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 Q1	–	Sell	-10	Closed	-$542	–	1811
2024 Q4	$542	Hold	10	–	–	﹤0.01%	1654
2024 Q3	$650	Sell	10 -25	-71%	-$1.61K	﹤0.01%	1592
2024 Q2	$2.96K	Hold	35	–	–	﹤0.01%	1776
2024 Q1	$2.62K	Buy	+35	New	+$2.78K	﹤0.01%	1495

Other funds holding CRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Mather Group's CRI Position: Q1 2025 in Review

Mather Group sold out of Carter's (CRI) in Q1 2025, closing a stake of 10 shares — an estimated $542 sold.

Mather Group first reported a position in CRI in Q1 2024 and held it in 4 quarters. The position peaked at $2.96K in Q2 2024. 286 funds tracked by Wall St. Rank hold CRI as of Q1 2025.

Mather Group reported no remaining Carter's position as of Q1 2025 after selling out during the quarter.
Mather Group sold 10 Carter's shares in Q1 2025, an estimated $542.
Mather Group first reported a position in Carter's in Q1 2024 and held it in 4 quarters.
Mather Group's Carter's position peaked at $2.96K in Q2 2024.
286 funds tracked by Wall St. Rank held Carter's as of Q1 2025.

Based on Mather Group's 13F filing for Q1 2025, filed 25 Apr 2025.