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Sowell Financial Services’s Carter's CRI Stock Holding History

Sowell Financial 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
2021
Q2 		– Sell
-8
Closed -$1K – 967
2021
Q1 		$1K Sell
8
-48
-86% -$4.44K ﹤0.01% 2916
2020
Q4 		$5K Buy
56
+38
+211% +$3.34K ﹤0.01% 2261
2020
Q3 		$2K Hold
18
– – ﹤0.01% 2203
2020
Q2 		$1K Sell
18
-14
-44% -$1.11K ﹤0.01% 2265
2020
Q1 		$2K Hold
32
– – ﹤0.01% 2047
2019
Q4 		$3K Hold
32
– – ﹤0.01% 2044
2019
Q3 		$3K Buy
+32
New +$2.92K ﹤0.01% 1910

Other funds holding CRI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Sowell Financial Services's CRI Position: Q2 2021 in Review

Sowell Financial Services sold out of Carter's (CRI) in Q2 2021, closing a stake of 8 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in CRI in Q3 2019 and held it in 7 quarters. The position peaked at $5K in Q4 2020. 297 funds tracked by Wall St. Rank hold CRI as of Q2 2021.

  • Sowell Financial Services reported no remaining Carter's position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 8 Carter's shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Carter's in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Carter's position peaked at $5K in Q4 2020.
  • 297 funds tracked by Wall St. Rank held Carter's as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.