Mork Capital Management’s Carter's CRI Stock Holding History

Mork Capital Management’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	-13,270	Closed	-$862K	–	126
2024 Q3	$862K	Hold	13,270	–	–	0.62%	91
2024 Q2	$822K	Hold	13,270	–	–	0.64%	90
2024 Q1	$1.12M	Hold	13,270	–	–	0.85%	42
2023 Q4	$994K	Buy	+13,270	New	+$921K	0.61%	90

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Mork Capital Management's CRI Position: Q4 2024 in Review

Mork Capital Management sold out of Carter's (CRI) in Q4 2024, closing a stake of 13,270 shares — an estimated $862K sold.

Mork Capital Management first reported a position in CRI in Q4 2023 and held it in 4 quarters. The position peaked at $1.12M in Q1 2024. 317 funds tracked by Wall St. Rank hold CRI as of Q4 2024.

Mork Capital Management reported no remaining Carter's position as of Q4 2024 after selling out during the quarter.
Mork Capital Management sold 13,270 Carter's shares in Q4 2024, an estimated $862K.
Mork Capital Management first reported a position in Carter's in Q4 2023 and held it in 4 quarters.
Mork Capital Management's Carter's position peaked at $1.12M in Q1 2024.
317 funds tracked by Wall St. Rank held Carter's as of Q4 2024.

Based on Mork Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.