Shine Investment Advisory Services’s Carter's CRI Stock Holding History

Shine Investment Advisory Services’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	$6K	Hold	75	–	–	﹤0.01%	603
2020 Q2	$6K	Hold	75	–	–	﹤0.01%	611
2020 Q1	$5K	Hold	75	–	–	﹤0.01%	602
2019 Q4	$8K	Hold	75	–	–	﹤0.01%	607
2019 Q3	$7K	Hold	75	–	–	﹤0.01%	612
2019 Q2	$7K	Hold	75	–	–	﹤0.01%	583
2019 Q1	$8K	Hold	75	–	–	﹤0.01%	572
2018 Q4	$6K	Sell	75 -176	-70%	-$16K	﹤0.01%	587
2018 Q3	$25K	Buy	251 +90	+56%	+$9.51K	0.01%	418
2018 Q2	$17K	Buy	161 +86	+115%	+$9.25K	0.01%	472
2018 Q1	$8K	Hold	75	–	–	﹤0.01%	552
2017 Q4	$9K	Buy	+75	New	+$7.77K	﹤0.01%	541

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

Shine Investment Advisory Services's CRI Position: Q3 2020 in Review

Shine Investment Advisory Services held its Carter's (CRI) position steady in Q3 2020 at 75 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Shine Investment Advisory Services first reported a position in CRI in Q4 2017 and has held it in 12 quarters since. The position peaked at $25K in Q3 2018. 284 funds tracked by Wall St. Rank hold CRI as of Q3 2020.

Shine Investment Advisory Services held 75 shares of Carter's worth $6K as of Q3 2020.
Shine Investment Advisory Services left its Carter's share count unchanged in Q3 2020.
Carter's made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #603 holding.
Shine Investment Advisory Services first reported a position in Carter's in Q4 2017 and has held it in 12 quarters since.
Shine Investment Advisory Services's Carter's position peaked at $25K in Q3 2018.
284 funds tracked by Wall St. Rank held Carter's as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.