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Shepherd Kaplan Krochuk’s Carter's CRI Stock Holding History

Shepherd Kaplan Krochuk’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
2014
Q1 		– Sell
-4,000
Closed -$287K – 594
2013
Q4 		$287K Hold
4,000
– – 0.04% 333
2013
Q3 		$304K Hold
4,000
– – 0.05% 291
2013
Q2 		$297K Buy
+4,000
New +$268K 0.06% 288

Other funds holding CRI

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Shepherd Kaplan Krochuk's CRI Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of Carter's (CRI) in Q1 2014, closing a stake of 4,000 shares — an estimated $287K sold.

Shepherd Kaplan Krochuk first reported a position in CRI in Q2 2013 and held it in 3 quarters. The position peaked at $304K in Q3 2013. 215 funds tracked by Wall St. Rank hold CRI as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining Carter's position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 4,000 Carter's shares in Q1 2014, an estimated $287K.
  • Shepherd Kaplan Krochuk first reported a position in Carter's in Q2 2013 and held it in 3 quarters.
  • Shepherd Kaplan Krochuk's Carter's position peaked at $304K in Q3 2013.
  • 215 funds tracked by Wall St. Rank held Carter's as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.