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Rational Advisors’s Carter's CRI Stock Holding History

Rational 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
2019
Q2 		– Sell
-3,748
Closed -$378K – 562
2019
Q1 		$378K Buy
+3,748
New +$334K 0.1% 152
2016
Q4 		– Sell
-4,850
Closed -$421K – 231
2016
Q3 		$421K Hold
4,850
– – 0.28% 109
2016
Q2 		$516K Hold
4,850
– – 0.36% 85
2016
Q1 		$511K Buy
+4,850
New +$465K 0.34% 83

Other funds holding CRI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rational Advisors's CRI Position: Q2 2019 in Review

Rational Advisors sold out of Carter's (CRI) in Q2 2019, closing a stake of 3,748 shares — an estimated $378K sold.

Rational Advisors first reported a position in CRI in Q1 2016 and held it in 4 quarters. The position peaked at $516K in Q2 2016. 305 funds tracked by Wall St. Rank hold CRI as of Q2 2019.

  • Rational Advisors reported no remaining Carter's position as of Q2 2019 after selling out during the quarter.
  • Rational Advisors sold 3,748 Carter's shares in Q2 2019, an estimated $378K.
  • Rational Advisors first reported a position in Carter's in Q1 2016 and held it in 4 quarters.
  • Rational Advisors's Carter's position peaked at $516K in Q2 2016.
  • 305 funds tracked by Wall St. Rank held Carter's as of Q2 2019.

Based on Rational Advisors's 13F filing for Q2 2019, filed 8 Aug 2019.