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Plante Moran Financial Advisors’s Carter's CRI Stock Holding History

Plante Moran Financial 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
2022
Q3 		– Sell
-10
Closed -$1K – 889
2022
Q2 		$1K Buy
+10
New +$805 ﹤0.01% 889
2017
Q1 		– Sell
-85
Closed -$7K – 902
2016
Q4 		$7K Sell
85
-306
-78% -$27.3K ﹤0.01% 644
2016
Q3 		$34K Buy
+391
New +$39.2K 0.02% 389

Other funds holding CRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Plante Moran Financial Advisors's CRI Position: Q3 2022 in Review

Plante Moran Financial Advisors sold out of Carter's (CRI) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in CRI in Q3 2016 and held it in 3 quarters. The position peaked at $34K in Q3 2016. 299 funds tracked by Wall St. Rank hold CRI as of Q3 2022.

  • Plante Moran Financial Advisors reported no remaining Carter's position as of Q3 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 10 Carter's shares in Q3 2022, an estimated $1K.
  • Plante Moran Financial Advisors first reported a position in Carter's in Q3 2016 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Carter's position peaked at $34K in Q3 2016.
  • 299 funds tracked by Wall St. Rank held Carter's as of Q3 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.