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 $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return