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Simplicity Solutions’s Carter's CRI Stock Holding History

Simplicity Solutions’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
2017
Q3 		– Sell
-2,632
Closed -$234K – 237
2017
Q2 		$234K Buy
2,632
+31
+1% +$2.73K 0.03% 372
2017
Q1 		$234K Buy
+2,601
New +$224K 0.04% 345
2016
Q1 		– Sell
-2,691
Closed -$240K – 257
2015
Q4 		$240K Buy
+2,691
New +$240K 0.03% 568

Other funds holding CRI

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Simplicity Solutions's CRI Position: Q3 2017 in Review

Simplicity Solutions sold out of Carter's (CRI) in Q3 2017, closing a stake of 2,632 shares — an estimated $234K sold.

Simplicity Solutions first reported a position in CRI in Q4 2015 and held it in 3 quarters. The position peaked at $240K in Q4 2015. 321 funds tracked by Wall St. Rank hold CRI as of Q3 2017.

  • Simplicity Solutions reported no remaining Carter's position as of Q3 2017 after selling out during the quarter.
  • Simplicity Solutions sold 2,632 Carter's shares in Q3 2017, an estimated $234K.
  • Simplicity Solutions first reported a position in Carter's in Q4 2015 and held it in 3 quarters.
  • Simplicity Solutions's Carter's position peaked at $240K in Q4 2015.
  • 321 funds tracked by Wall St. Rank held Carter's as of Q3 2017.

Based on Simplicity Solutions's 13F filing for Q3 2017, filed 14 Nov 2017.