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OneDigital Investment Advisors’s Carter's CRI Stock Holding History

OneDigital Investment 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
2018
Q3 		– Sell
-164
Closed -$18K – 1062
2018
Q2 		$18K Hold
164
– – ﹤0.01% 841
2018
Q1 		$17K Sell
164
-28
-15% -$3.26K ﹤0.01% 866
2017
Q4 		$23K Hold
192
– – ﹤0.01% 755
2017
Q3 		$19K Buy
192
+34
+22% +$3.03K 0.01% 654
2017
Q2 		$14K Buy
+158
New +$13.9K ﹤0.01% 859

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

OneDigital Investment Advisors's CRI Position: Q3 2018 in Review

OneDigital Investment Advisors sold out of Carter's (CRI) in Q3 2018, closing a stake of 164 shares — an estimated $18K sold.

OneDigital Investment Advisors first reported a position in CRI in Q2 2017 and held it in 5 quarters. The position peaked at $23K in Q4 2017. 332 funds tracked by Wall St. Rank hold CRI as of Q3 2018.

  • OneDigital Investment Advisors reported no remaining Carter's position as of Q3 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 164 Carter's shares in Q3 2018, an estimated $18K.
  • OneDigital Investment Advisors first reported a position in Carter's in Q2 2017 and held it in 5 quarters.
  • OneDigital Investment Advisors's Carter's position peaked at $23K in Q4 2017.
  • 332 funds tracked by Wall St. Rank held Carter's as of Q3 2018.

Based on OneDigital Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.