Schroder Investment Management Group
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Schroder Investment Management Group’s Carter's CRI Stock Holding History

Schroder Investment Management 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
2023
Q4 		– Sell
-57,274
Closed -$3.96M – 1202
2023
Q3 		$3.96M Sell
57,274
-567
-1% -$40.5K 0.01% 794
2023
Q2 		$4.2M Buy
+57,841
New +$3.91M 0.01% 818
2021
Q3 		– Sell
-1,010
Closed -$104K – 1495
2021
Q2 		$104K Hold
1,010
– – ﹤0.01% 1418
2021
Q1 		$90K Hold
1,010
– – ﹤0.01% 1400
2020
Q4 		$95K Sell
1,010
-23,771
-96% -$2.09M ﹤0.01% 1376
2020
Q3 		$2.19M Buy
+24,781
New +$2.06M ﹤0.01% 873
2020
Q2 		– Sell
-114,370
Closed -$8.12M – 1254
2020
Q1 		$8.12M Sell
114,370
-55,185
-33% -$5.31M 0.02% 580
2019
Q4 		$18.5M Buy
169,555
+55,055
+48% +$5.58M 0.03% 509
2019
Q3 		$10.1M Sell
114,500
-106,300
-48% -$9.69M 0.02% 624
2019
Q2 		$21.5M Buy
220,800
+147,600
+202% +$14.4M 0.04% 427
2019
Q1 		$7.38M Sell
73,200
-61,300
-46% -$5.47M 0.01% 627
2018
Q4 		$11K Sell
134,500
-2,700
-2% -$245K 0.02% 534
2018
Q3 		$13.5M Sell
137,200
-5,300
-4% -$560K 0.02% 537
2018
Q2 		$15.8M Buy
142,500
+18,300
+15% +$1.97M 0.03% 524
2018
Q1 		$12.9M Sell
124,200
-122,600
-50% -$14.3M 0.02% 552
2017
Q4 		$29M Sell
246,800
-37,300
-13% -$3.86M 0.05% 418
2017
Q3 		$27.9M Buy
284,100
+55,500
+24% +$4.94M 0.05% 406
2017
Q2 		$20.2M Buy
228,600
+21,600
+10% +$1.9M 0.04% 476
2017
Q1 		$18.6M Buy
207,000
+117,500
+131% +$10.1M 0.03% 493
2016
Q4 		$7.73M Buy
89,500
+67,500
+307% +$6.03M 0.01% 662
2016
Q3 		$1.91M Sell
22,000
-56,400
-72% -$5.66M ﹤0.01% 844
2016
Q2 		$8.35M Buy
78,400
+55,000
+235% +$5.67M 0.02% 645
2016
Q1 		$2.45M Buy
+23,400
New +$2.24M 0.01% 800
2014
Q1 		– Sell
-1,400
Closed -$101K – 1440
2013
Q4 		$101K Sell
1,400
-55,700
-98% -$3.97M ﹤0.01% 1289
2013
Q3 		$4.33M Buy
57,100
+55,700
+3,979% +$4.07M 0.01% 797
2013
Q2 		$104K Buy
+1,400
New +$93.8K ﹤0.01% 1281

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Schroder Investment Management Group's CRI Position: Q4 2023 in Review

Schroder Investment Management Group sold out of Carter's (CRI) in Q4 2023, closing a stake of 57,274 shares — an estimated $3.96M sold.

Schroder Investment Management Group first reported a position in CRI in Q2 2013 and held it in 26 quarters. The position peaked at $29M in Q4 2017. 320 funds tracked by Wall St. Rank hold CRI as of Q4 2023.

  • Schroder Investment Management Group reported no remaining Carter's position as of Q4 2023 after selling out during the quarter.
  • Schroder Investment Management Group sold 57,274 Carter's shares in Q4 2023, an estimated $3.96M.
  • Schroder Investment Management Group first reported a position in Carter's in Q2 2013 and held it in 26 quarters.
  • Schroder Investment Management Group's Carter's position peaked at $29M in Q4 2017.
  • 320 funds tracked by Wall St. Rank held Carter's as of Q4 2023.

Based on Schroder Investment Management Group's 13F filing for Q4 2023, filed 14 Feb 2024.