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Vanguard Personalized Indexing Management’s Carter's CRI Stock Holding History

Vanguard Personalized Indexing Management’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
2024
Q1 		– Sell
-3,290
Closed -$246K – 1641
2023
Q4 		$246K Buy
+3,290
New +$228K 0.01% 1317
2023
Q2 		– Sell
-5,280
Closed -$380K – 1484
2023
Q1 		$380K Buy
+5,280
New +$404K 0.01% 1006

Other funds holding CRI

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Vanguard Personalized Indexing Management's CRI Position: Q1 2024 in Review

Vanguard Personalized Indexing Management sold out of Carter's (CRI) in Q1 2024, closing a stake of 3,290 shares — an estimated $246K sold.

Vanguard Personalized Indexing Management first reported a position in CRI in Q1 2023 and held it in 2 quarters. The position peaked at $380K in Q1 2023. 330 funds tracked by Wall St. Rank hold CRI as of Q1 2024.

  • Vanguard Personalized Indexing Management reported no remaining Carter's position as of Q1 2024 after selling out during the quarter.
  • Vanguard Personalized Indexing Management sold 3,290 Carter's shares in Q1 2024, an estimated $246K.
  • Vanguard Personalized Indexing Management first reported a position in Carter's in Q1 2023 and held it in 2 quarters.
  • Vanguard Personalized Indexing Management's Carter's position peaked at $380K in Q1 2023.
  • 330 funds tracked by Wall St. Rank held Carter's as of Q1 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q1 2024, filed 9 May 2024.