Security National Trust’s Carter's CRI Stock Holding History

Security National Trust’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
2013 Q3	–	Sell	-60	Closed	-$4K	–	538
2013 Q2	$4K	Buy	+60	New	+$4.02K	﹤0.01%	435

Other funds holding CRI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

PCM

Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return

Hound Partners New York $799M AUM 9.54% 1-Year Est. Return

HCM

Hoplite Capital Management New York $15.1M AUM 27.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Security National Trust's CRI Position: Q3 2013 in Review

Security National Trust sold out of Carter's (CRI) in Q3 2013, closing a stake of 60 shares — an estimated $4K sold.

Security National Trust first reported a position in CRI in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 230 funds tracked by Wall St. Rank hold CRI as of Q3 2013.

Security National Trust reported no remaining Carter's position as of Q3 2013 after selling out during the quarter.
Security National Trust sold 60 Carter's shares in Q3 2013, an estimated $4K.
Security National Trust first reported a position in Carter's in Q2 2013 and held it in 1 quarter.
Security National Trust's Carter's position peaked at $4K in Q2 2013.
230 funds tracked by Wall St. Rank held Carter's as of Q3 2013.

Based on Security National Trust's 13F filing for Q3 2013, filed 15 Nov 2013.