Princeton Portfolio Strategies Group’s Carter's CRI Stock Holding History

Princeton Portfolio Strategies 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
2020 Q3	–	Sell	-3,175	Closed	-$256K	–	148
2020 Q2	$256K	Sell	3,175 -270	-8%	-$21.5K	0.06%	134
2020 Q1	$226K	Hold	3,445	–	–	0.07%	131
2019 Q4	$377K	Buy	3,445 +495	+17%	+$50.1K	0.09%	121
2019 Q3	$269K	Buy	2,950 +150	+5%	+$13.7K	0.07%	130
2019 Q2	$273K	Buy	2,800 +700	+33%	+$68.2K	0.07%	132
2019 Q1	$212K	Buy	+2,100	New	+$187K	0.06%	145

Other funds holding CRI

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

SCM

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Princeton Portfolio Strategies Group's CRI Position: Q3 2020 in Review

Princeton Portfolio Strategies Group sold out of Carter's (CRI) in Q3 2020, closing a stake of 3,175 shares — an estimated $256K sold.

Princeton Portfolio Strategies Group first reported a position in CRI in Q1 2019 and held it in 6 quarters. The position peaked at $377K in Q4 2019. 284 funds tracked by Wall St. Rank hold CRI as of Q3 2020.

Princeton Portfolio Strategies Group reported no remaining Carter's position as of Q3 2020 after selling out during the quarter.
Princeton Portfolio Strategies Group sold 3,175 Carter's shares in Q3 2020, an estimated $256K.
Princeton Portfolio Strategies Group first reported a position in Carter's in Q1 2019 and held it in 6 quarters.
Princeton Portfolio Strategies Group's Carter's position peaked at $377K in Q4 2019.
284 funds tracked by Wall St. Rank held Carter's as of Q3 2020.

Based on Princeton Portfolio Strategies Group's 13F filing for Q3 2020, filed 12 Nov 2020.