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Steward Financial Group’s Carter's CRI Stock Holding History

Steward Financial Group’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
2023
Q3 		$3K Buy
+44
New +$3.14K ﹤0.01% 809
2022
Q3 		– Sell
-11
Closed – – 356
2022
Q2 		$0 Buy
+11
New +$886 ﹤0.01% 1044

Other funds holding CRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Steward Financial Group's CRI Position: Q3 2023 in Review

Steward Financial Group opened a new position in Carter's (CRI) in Q3 2023: 44 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #809 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CRI as recently as Q2 2022.

Steward Financial Group first reported a position in CRI in Q2 2022 and has held it in 2 quarters since. 301 funds tracked by Wall St. Rank hold CRI as of Q3 2023.

  • Steward Financial Group held 44 shares of Carter's worth $3K as of Q3 2023.
  • Carter's was a new Steward Financial Group position in Q3 2023.
  • Carter's made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #809 holding.
  • Steward Financial Group first reported a position in Carter's in Q2 2022 and has held it in 2 quarters since.
  • 301 funds tracked by Wall St. Rank held Carter's as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.