Orion Portfolio Solutions’s Carter's CRI Stock Holding History

Orion Portfolio Solutions’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	$607K	Buy	14,846 +9,577	+182%	+$461K	0.01%	1320
2024 Q4	$286K	Sell	5,269 -1,905	-27%	-$109K	﹤0.01%	1586
2024 Q3	$466K	Sell	7,174 -414	-5%	-$26.6K	﹤0.01%	1357
2024 Q2	$470K	Sell	7,588 -597	-7%	-$41.5K	0.01%	1294
2024 Q1	$693K	Sell	8,185 -344	-4%	-$27.3K	0.01%	1145
2023 Q4	$638K	Sell	8,529 -692	-8%	-$48K	0.01%	1123
2023 Q3	$638K	Sell	9,221 -593	-6%	-$42.4K	0.01%	1113
2023 Q2	$712K	Sell	9,814 -8,055	-45%	-$544K	0.01%	1083
2023 Q1	$1.29M	Buy	+17,869	New	+$1.37M	0.02%	770
2020 Q2	–	Sell	-4	Closed	–	–	2214
2020 Q1	$0	Hold	4	–	–	﹤0.01%	1967
2019 Q4	$0	Buy	+4	New	+$405	﹤0.01%	1827

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

Orion Portfolio Solutions's CRI Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Carter's (CRI) stake by 182% in Q1 2025, buying an estimated $461K and bringing the position to 14,846 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #1320.

Orion Portfolio Solutions first reported a position in CRI in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.29M in Q1 2023. 286 funds tracked by Wall St. Rank hold CRI as of Q1 2025.

Orion Portfolio Solutions held 14,846 shares of Carter's worth $607K as of Q1 2025.
Orion Portfolio Solutions bought 9,577 Carter's shares in Q1 2025, an estimated $461K.
Carter's made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1320 holding.
Orion Portfolio Solutions first reported a position in Carter's in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's Carter's position peaked at $1.29M in Q1 2023.
286 funds tracked by Wall St. Rank held Carter's as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.